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 | $45,003 | $57,281-21.4% | $86,612-48.0% | $75,163-40.1% |
| Participation rate | 77.4% | 63.2%+14.2pp | 71.7%+5.7pp | 67.2%+10.2pp |
| Annual return | 7.75% | 2670.75%-2663.0pp | 591.07%-583.3pp | 160.62%-152.9pp |
| Employer contribution / active EE | $2,487 | $2,314+7.4% | $3,022-17.7% | $2,670-6.9% |
| Participant deferral / active EE | $2,196 | $3,318-33.8% | $4,438-50.5% | $4,125-46.8% |
| Admin fee / account holder | $8,582 | $4,112+108.7% | $5,614+52.9% | $5,651+51.9% |