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 | $49,596 | $102,966-51.8% | $90,281-45.1% | $152,861-67.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.38% | 95.16%-92.8pp | 78.10%-75.7pp | 345.32%-342.9pp |
| Employer contribution / active EE | $2,694 | $3,139-14.2% | $2,854-5.6% | $4,762-43.4% |
| Participant deferral / active EE | $3,713 | $4,281-13.3% | $3,885-4.4% | $5,850-36.5% |
| Admin fee / account holder | $5,023 | $6,171-18.6% | $5,351-6.1% | $11,596-56.7% |