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 | $44,006 | $48,795-9.8% | $65,493-32.8% | $84,808-48.1% |
| Participation rate | 70.6% | 67.0%+3.6pp | 73.1%-2.5pp | 68.3%+2.3pp |
| Annual return | 10.91% | 20.20%-9.3pp | 982.45%-971.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,561 | $1,930-19.1% | $2,574-39.4% | $2,631-40.7% |
| Participant deferral / active EE | $2,987 | $2,928+2.0% | $3,961-24.6% | $4,212-29.1% |
| Admin fee / account holder | $463 | $3,877-88.0% | $5,028-90.8% | $7,344-93.7% |