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 | $55,315 | $124,319-55.5% | $111,297-50.3% | $167,490-67.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 4.58% | 37.44%-32.9pp | 54.65%-50.1pp | 478.56%-474.0pp |
| Employer contribution / active EE | $2,566 | $3,435-25.3% | $2,731-6.0% | $4,837-47.0% |
| Participant deferral / active EE | $4,658 | $5,180-10.1% | $4,487+3.8% | $6,341-26.5% |
| Admin fee / account holder | $462 | $10,618-95.6% | $7,964-94.2% | $12,309-96.2% |