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 | $48,381 | $127,065-61.9% | $113,168-57.2% | $142,382-66.0% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 7.51% | 24.03%-16.5pp | 24.27%-16.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,957 | $3,442-43.1% | $2,975-34.2% | $4,299-54.5% |
| Participant deferral / active EE | $2,842 | $5,716-50.3% | $5,107-44.3% | $6,507-56.3% |
| Admin fee / account holder | $101,647 | $15,736+546.0% | $12,068+742.3% | $12,624+705.2% |