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 | $58,728 | $85,202-31.1% | $172,739-66.0% | $72,985-19.5% |
| Participation rate | 75.7% | 70.1%+5.6pp | 82.6%-7.0pp | 69.5%+6.2pp |
| Annual return | 5.05% | 27.32%-22.3pp | 802.84%-797.8pp | 81.00%-76.0pp |
| Employer contribution / active EE | $4,163 | $3,324+25.2% | $5,143-19.1% | $2,440+70.6% |
| Participant deferral / active EE | $2,183 | $3,260-33.0% | $5,198-58.0% | $3,607-39.5% |
| Admin fee / account holder | $2,583 | $5,884-56.1% | $13,954-81.5% | $5,124-49.6% |