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 | $58,660 | $123,793-52.6% | $177,821-67.0% | $79,858-26.5% |
| Participation rate | 73.7% | 84.7%-11.0pp | 87.7%-14.0pp | 69.6%+4.1pp |
| Annual return | 9.81% | 22.82%-13.0pp | 48.32%-38.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,112 | $4,095-48.4% | $5,918-64.3% | $2,471-14.5% |
| Participant deferral / active EE | $3,003 | $5,956-49.6% | $7,714-61.1% | $3,740-19.7% |
| Admin fee / account holder | $424 | $7,243-94.1% | $12,427-96.6% | $5,306-92.0% |