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 | $61,804 | $116,175-46.8% | $93,606-34.0% | $152,861-59.6% |
| Participation rate | 82.6% | 78.0%+4.6pp | 75.8%+6.8pp | 82.4%+0.2pp |
| Annual return | 3.02% | 35.96%-32.9pp | 32.76%-29.7pp | 345.32%-342.3pp |
| Employer contribution / active EE | $986 | $3,218-69.4% | $2,718-63.7% | $4,762-79.3% |
| Participant deferral / active EE | $1,971 | $4,603-57.2% | $4,069-51.6% | $5,850-66.3% |
| Admin fee / account holder | $3,086 | $10,748-71.3% | $7,888-60.9% | $11,596-73.4% |