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 | $65,490 | $95,416-31.4% | $185,823-64.8% | $85,850-23.7% |
| Participation rate | 90.1% | 68.8%+21.4pp | 81.7%+8.4pp | 69.3%+20.8pp |
| Annual return | 10.83% | 23.59%-12.8pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $3,746 | $3,314+13.0% | $5,167-27.5% | $2,565+46.0% |
| Participant deferral / active EE | $2,990 | $3,423-12.7% | $5,568-46.3% | $3,952-24.3% |
| Admin fee / account holder | $3,619 | $7,213-49.8% | $16,237-77.7% | $6,260-42.2% |