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 | $69,268 | $72,277-4.2% | $101,248-31.6% | $79,858-13.3% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 9.75% | 22.30%-12.6pp | 46.47%-36.7pp | 31.71%-22.0pp |
| Employer contribution / active EE | $3,360 | $2,692+24.8% | $3,660-8.2% | $2,471+36.0% |
| Participant deferral / active EE | $5,390 | $3,282+64.3% | $4,370+23.3% | $3,740+44.1% |
| Admin fee / account holder | $19,896 | $4,400+352.2% | $5,945+234.6% | $5,306+275.0% |