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 | $73,889 | $100,041-26.1% | $149,718-50.6% | $70,131+5.4% |
| Participation rate | 71.1% | 83.6%-12.5pp | 87.1%-16.0pp | 69.5%+1.6pp |
| Annual return | 4.89% | 27.43%-22.5pp | 1501.63%-1496.7pp | 73.14%-68.3pp |
| Employer contribution / active EE | $1,705 | $3,662-53.4% | $5,445-68.7% | $2,342-27.2% |
| Participant deferral / active EE | $2,980 | $4,983-40.2% | $6,569-54.6% | $3,332-10.5% |
| Admin fee / account holder | $3,642 | $8,286-56.1% | $11,283-67.7% | $4,645-21.6% |