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 | $53,491 | $65,409-18.2% | $98,442-45.7% | $85,850-37.7% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.6pp | 69.3%+1.4pp |
| Annual return | 6.55% | 21.76%-15.2pp | 1492.73%-1486.2pp | 318.53%-312.0pp |
| Employer contribution / active EE | $961 | $2,168-55.7% | $2,960-67.5% | $2,565-62.5% |
| Participant deferral / active EE | $1,602 | $3,166-49.4% | $4,276-62.5% | $3,952-59.5% |
| Admin fee / account holder | $1,503 | $4,593-67.3% | $5,949-74.7% | $6,260-76.0% |