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 | $61,905 | $95,453-35.1% | $112,040-44.7% | $82,448-24.9% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.5%-2.4pp | 68.1%+6.0pp |
| Annual return | 11.21% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,446 | $2,318-37.6% | $2,954-51.0% | $2,551-43.3% |
| Participant deferral / active EE | $4,371 | $4,224+3.5% | $5,098-14.3% | $4,139+5.6% |
| Admin fee / account holder | $29,555 | $9,013+227.9% | $12,098+144.3% | $7,234+308.5% |