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 | $41,085 | $58,694-30.0% | $142,863-71.2% | $85,850-52.1% |
| Participation rate | 78.3% | 58.5%+19.8pp | 71.9%+6.3pp | 69.3%+8.9pp |
| Annual return | 10.72% | 27.72%-17.0pp | 5637.54%-5626.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $6,240 | $1,423+338.6% | $4,144+50.6% | $2,565+143.3% |
| Participant deferral / active EE | $4,296 | $2,607+64.8% | $3,837+12.0% | $3,952+8.7% |
| Admin fee / account holder | $1,434 | $4,239-66.2% | $6,560-78.1% | $6,260-77.1% |