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 | $48,726 | $63,346-23.1% | $92,233-47.2% | $70,131-30.5% |
| Participation rate | 70.7% | 68.7%+2.1pp | 76.5%-5.7pp | 69.5%+1.2pp |
| Annual return | 10.77% | 530.12%-519.3pp | 176.28%-165.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,911 | $2,471+58.3% | $3,679+6.3% | $2,342+67.0% |
| Participant deferral / active EE | $6,713 | $2,854+135.2% | $3,897+72.3% | $3,332+101.5% |
| Admin fee / account holder | $3,044 | $3,840-20.7% | $5,194-41.4% | $4,645-34.5% |