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 | $54,900 | $77,145-28.8% | $108,410-49.4% | $85,850-36.1% |
| Participation rate | 73.1% | 74.7%-1.6pp | 80.1%-7.1pp | 69.3%+3.8pp |
| Annual return | 12.23% | 44.54%-32.3pp | 905.27%-893.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,686 | $5,566+2.2% | $6,563-13.4% | $3,952+43.9% |
| Admin fee / account holder | $2,212 | $5,172-57.2% | $7,295-69.7% | $6,260-64.7% |