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 | $49,320 | $185,822-73.5% | $169,993-71.0% | $139,434-64.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 10.42% | 60.50%-50.1pp | 53.37%-43.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,558 | $7,590-66.3% | $6,785-62.3% | $4,751-46.2% |
| Participant deferral / active EE | $10,299 | $11,622-11.4% | $10,408-1.0% | $6,710+53.5% |
| Admin fee / account holder | $49,230 | $15,381+220.1% | $12,815+284.2% | $11,403+331.7% |