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 5-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 | $53,869 | $117,841-54.3% | $102,423-47.4% | $145,922-63.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 3.55% | 31.65%-28.1pp | 29.32%-25.8pp | 561.29%-557.7pp |
| Employer contribution / active EE | $1,820 | $3,615-49.7% | $3,023-39.8% | $4,660-61.0% |
| Participant deferral / active EE | $2,819 | $5,731-50.8% | $5,053-44.2% | $6,688-57.9% |
| Admin fee / account holder | $1,295 | $13,326-90.3% | $9,451-86.3% | $13,397-90.3% |