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 | $45,342 | $105,859-57.2% | $90,160-49.7% | $147,584-69.3% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 9.75% | 37.63%-27.9pp | 34.88%-25.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,254 | $4,126-69.6% | $3,318-62.2% | $4,876-74.3% |
| Participant deferral / active EE | $4,287 | $5,733-25.2% | $5,288-18.9% | $5,439-21.2% |
| Admin fee / account holder | $2,646 | $8,046-67.1% | $5,943-55.5% | $10,885-75.7% |