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 | $43,126 | $162,781-73.5% | $133,956-67.8% | $158,922-72.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 2.88% | 41.94%-39.1pp | 45.09%-42.2pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,508 | $4,975-49.6% | $3,919-36.0% | $4,761-47.3% |
| Participant deferral / active EE | $5,288 | $5,911-10.5% | $5,048+4.8% | $5,982-11.6% |
| Admin fee / account holder | $32,228 | $11,736+174.6% | $8,927+261.0% | $11,246+186.6% |