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 | $54,026 | $118,849-54.5% | $96,562-44.1% | $167,490-67.7% |
| Participation rate | 76.5% | 75.5%+1.0pp | 69.8%+6.7pp | 82.1%-5.6pp |
| Annual return | 7.03% | 50.49%-43.5pp | 37.78%-30.8pp | 478.56%-471.5pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,628 | $4,616-21.4% | $3,849-5.7% | $6,341-42.8% |
| Admin fee / account holder | $2,342 | $8,065-71.0% | $6,181-62.1% | $12,309-81.0% |