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 | $36,070 | $113,339-68.2% | $94,993-62.0% | $147,584-75.6% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 2.93% | 20.77%-17.8pp | 27.12%-24.2pp | 578.55%-575.6pp |
| Employer contribution / active EE | $1,753 | $3,160-44.5% | $2,603-32.7% | $4,876-64.0% |
| Participant deferral / active EE | $5,412 | $3,777+43.3% | $3,317+63.1% | $5,439-0.5% |
| Admin fee / account holder | $863 | $6,063-85.8% | $4,960-82.6% | $10,885-92.1% |