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 | $50,286 | $82,032-38.7% | $123,104-59.2% | $59,632-15.7% |
| Participation rate | 86.2% | 83.2%+3.0pp | 86.8%-0.6pp | 68.7%+17.5pp |
| Annual return | -2.26% | 5.12%-7.4pp | 13.22%-15.5pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $4,730 | $3,297+43.5% | $5,151-8.2% | $2,203+114.7% |
| Participant deferral / active EE | $8,880 | $4,667+90.3% | $6,230+42.5% | $3,192+178.2% |
| Admin fee / account holder | $3,314 | $5,881-43.6% | $9,015-63.2% | $4,297-22.9% |