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 | $61,441 | $106,515-42.3% | $96,683-36.5% | $139,434-55.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 9.26% | 38.43%-29.2pp | 35.69%-26.4pp | 372.94%-363.7pp |
| Employer contribution / active EE | $3,023 | $4,103-26.3% | $3,737-19.1% | $4,751-36.4% |
| Participant deferral / active EE | $3,817 | $5,454-30.0% | $4,878-21.7% | $6,710-43.1% |
| Admin fee / account holder | $52,200 | $7,877+562.7% | $6,730+675.7% | $11,403+357.8% |