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 | $66,412 | $85,202-22.1% | $172,739-61.6% | $72,985-9.0% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 3.59% | 27.32%-23.7pp | 802.84%-799.3pp | 81.00%-77.4pp |
| Employer contribution / active EE | $2,656 | $3,324-20.1% | $5,143-48.4% | $2,440+8.9% |
| Participant deferral / active EE | $3,343 | $3,260+2.6% | $5,198-35.7% | $3,607-7.3% |
| Admin fee / account holder | $24,133 | $5,884+310.2% | $13,954+72.9% | $5,124+370.9% |