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 | $57,981 | $81,248-28.6% | $155,509-62.7% | $80,856-28.3% |
| Participation rate | 93.1% | 66.2%+26.9pp | 78.2%+14.9pp | 67.6%+25.5pp |
| Annual return | 9.82% | 33.31%-23.5pp | 64.67%-54.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,478 | $3,100-20.1% | $4,672-47.0% | $2,755-10.0% |
| Participant deferral / active EE | $4,770 | $3,452+38.2% | $5,626-15.2% | $4,296+11.0% |
| Admin fee / account holder | $782 | $7,997-90.2% | $15,912-95.1% | $6,918-88.7% |