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 | $75,001 | $217,402-65.5% | $185,823-59.6% | $167,490-55.2% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 3.67% | 148.36%-144.7pp | 122.05%-118.4pp | 478.56%-474.9pp |
| Employer contribution / active EE | $1,682 | $5,873-71.4% | $5,167-67.5% | $4,837-65.2% |
| Participant deferral / active EE | $5,244 | $6,356-17.5% | $5,568-5.8% | $6,341-17.3% |
| Admin fee / account holder | $4,655 | $19,811-76.5% | $16,237-71.3% | $12,309-62.2% |