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 | $54,155 | $99,985-45.8% | $146,665-63.1% | $85,850-36.9% |
| Participation rate | 93.9% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.6pp |
| Annual return | 10.11% | 18.93%-8.8pp | 22.74%-12.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $3,883 | $2,559+51.8% | $4,136-6.1% | $2,565+51.4% |
| Participant deferral / active EE | $2,608 | $4,006-34.9% | $5,506-52.6% | $3,952-34.0% |
| Admin fee / account holder | $7,000 | $7,702-9.1% | $10,280-31.9% | $6,260+11.8% |