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 | $46,117 | $78,705-41.4% | $117,854-60.9% | $70,131-34.2% |
| Participation rate | 81.8% | 73.2%+8.6pp | 79.7%+2.2pp | 69.5%+12.3pp |
| Annual return | 7.87% | 23.30%-15.4pp | 335.08%-327.2pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,677 | $2,223-24.6% | $3,786-55.7% | $2,342-28.4% |
| Participant deferral / active EE | $4,014 | $3,297+21.7% | $4,482-10.4% | $3,332+20.5% |
| Admin fee / account holder | $4,454 | $5,065-12.1% | $8,020-44.5% | $4,645-4.1% |