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 | $48,226 | $65,561-26.4% | $86,188-44.0% | $75,163-35.8% |
| Participation rate | 70.7% | 60.5%+10.2pp | 69.0%+1.7pp | 67.2%+3.5pp |
| Annual return | 10.10% | 46.05%-36.0pp | 1168.45%-1158.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $879 | $1,553-43.4% | $2,380-63.1% | $2,670-67.1% |
| Participant deferral / active EE | $2,603 | $3,024-13.9% | $3,985-34.7% | $4,125-36.9% |
| Admin fee / account holder | $11,233 | $5,474+105.2% | $6,852+63.9% | $5,651+98.8% |