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 | $72,464 | $95,416-24.1% | $185,823-61.0% | $85,850-15.6% |
| Participation rate | 72.1% | 68.8%+3.4pp | 81.7%-9.6pp | 69.3%+2.8pp |
| Annual return | 10.97% | 23.59%-12.6pp | 122.05%-111.1pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,611 | $3,314-51.4% | $5,167-68.8% | $2,565-37.2% |
| Participant deferral / active EE | $5,513 | $3,423+61.0% | $5,568-1.0% | $3,952+39.5% |
| Admin fee / account holder | $12,614 | $7,213+74.9% | $16,237-22.3% | $6,260+101.5% |