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 | $13,654 | $65,409-79.1% | $98,442-86.1% | $85,850-84.1% |
| Participation rate | 73.0% | 65.0%+8.0pp | 73.3%-0.4pp | 69.3%+3.7pp |
| Annual return | 10.43% | 21.76%-11.3pp | 1492.73%-1482.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,820 | $2,168+30.1% | $2,960-4.7% | $2,565+9.9% |
| Participant deferral / active EE | $1,420 | $3,166-55.2% | $4,276-66.8% | $3,952-64.1% |
| Admin fee / account holder | $4,005 | $4,593-12.8% | $5,949-32.7% | $6,260-36.0% |