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 | $45,380 | $56,110-19.1% | $94,993-52.2% | $70,131-35.3% |
| Participation rate | 73.1% | 65.0%+8.1pp | 73.9%-0.8pp | 69.5%+3.5pp |
| Annual return | 11.13% | 51.02%-39.9pp | 27.12%-16.0pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,307 | $1,442-9.4% | $2,603-49.8% | $2,342-44.2% |
| Participant deferral / active EE | $3,061 | $2,391+28.0% | $3,317-7.7% | $3,332-8.1% |
| Admin fee / account holder | $4,854 | $3,456+40.4% | $4,960-2.2% | $4,645+4.5% |