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 | $62,723 | $58,208+7.8% | $81,812-23.3% | $80,856-22.4% |
| Participation rate | 71.2% | 63.4%+7.7pp | 72.3%-1.2pp | 67.6%+3.5pp |
| Annual return | 6.50% | 41.66%-35.2pp | 773.79%-767.3pp | 35.59%-29.1pp |
| Employer contribution / active EE | $1,440 | $2,340-38.5% | $2,912-50.6% | $2,755-47.7% |
| Participant deferral / active EE | $961 | $3,281-70.7% | $4,319-77.8% | $4,296-77.6% |
| Admin fee / account holder | $3,313 | $4,981-33.5% | $7,386-55.1% | $6,918-52.1% |