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 | $35,009 | $91,190-61.6% | $178,490-80.4% | $79,858-56.2% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 5.67% | 24.19%-18.5pp | 151.07%-145.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $4,444 | $3,256+36.5% | $5,011-11.3% | $2,471+79.9% |
| Participant deferral / active EE | $1,190 | $3,236-63.2% | $5,202-77.1% | $3,740-68.2% |
| Admin fee / account holder | $1,458 | $6,751-78.4% | $13,984-89.6% | $5,306-72.5% |