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 | $48,597 | $100,041-51.4% | $149,718-67.5% | $70,131-30.7% |
| Participation rate | 85.4% | 83.6%+1.8pp | 87.1%-1.7pp | 69.5%+15.9pp |
| Annual return | 11.39% | 27.43%-16.0pp | 1501.63%-1490.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,650 | $3,662-54.9% | $5,445-69.7% | $2,342-29.6% |
| Participant deferral / active EE | $3,014 | $4,983-39.5% | $6,569-54.1% | $3,332-9.5% |
| Admin fee / account holder | $1,584 | $8,286-80.9% | $11,283-86.0% | $4,645-65.9% |