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 7-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 | $50,333 | $84,696-40.6% | $75,696-33.5% | $167,490-69.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 7.57% | 199.36%-191.8pp | 104.53%-97.0pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,685 | $3,230-47.8% | $2,743-38.6% | $4,837-65.2% |
| Participant deferral / active EE | $3,857 | $4,580-15.8% | $3,821+0.9% | $6,341-39.2% |
| Admin fee / account holder | $7,184 | $5,355+34.2% | $3,619+98.5% | $12,309-41.6% |