See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,413 | $114,381-51.6% | $107,525-48.5% | $142,382-61.1% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 7.69% | 242.71%-235.0pp | 181.32%-173.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,996 | $4,015-25.4% | $3,754-20.2% | $4,299-30.3% |
| Participant deferral / active EE | $3,848 | $5,564-30.8% | $5,116-24.8% | $6,507-40.9% |
| Admin fee / account holder | $31,391 | $9,860+218.4% | $8,919+252.0% | $12,624+148.7% |