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 | $74,896 | $100,041-25.1% | $149,718-50.0% | $70,131+6.8% |
| Participation rate | 76.0% | 83.6%-7.6pp | 87.1%-11.1pp | 69.5%+6.5pp |
| Annual return | 10.14% | 27.43%-17.3pp | 1501.63%-1491.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,558 | $3,662-57.4% | $5,445-71.4% | $2,342-33.5% |
| Participant deferral / active EE | $2,421 | $4,983-51.4% | $6,569-63.1% | $3,332-27.3% |
| Admin fee / account holder | $2,363 | $8,286-71.5% | $11,283-79.1% | $4,645-49.1% |