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 | $48,006 | $105,181-54.4% | $159,436-69.9% | $85,850-44.1% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 10.02% | 45.07%-35.1pp | 263.57%-253.5pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,412 | $3,318-57.5% | $4,829-70.8% | $2,565-45.0% |
| Participant deferral / active EE | $3,047 | $5,945-48.7% | $7,352-58.6% | $3,952-22.9% |
| Admin fee / account holder | $3,833 | $6,933-44.7% | $10,799-64.5% | $6,260-38.8% |