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 | $70,358 | $117,841-40.3% | $102,423-31.3% | $145,922-51.8% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 4.29% | 31.65%-27.4pp | 29.32%-25.0pp | 561.29%-557.0pp |
| Employer contribution / active EE | $2,867 | $3,615-20.7% | $3,023-5.2% | $4,660-38.5% |
| Participant deferral / active EE | $13,088 | $5,731+128.4% | $5,053+159.0% | $6,688+95.7% |
| Admin fee / account holder | $2,863 | $13,326-78.5% | $9,451-69.7% | $13,397-78.6% |