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 | $69,533 | $77,899-10.7% | $149,673-53.5% | $75,163-7.5% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 11.69% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $2,011 | $3,137-35.9% | $4,818-58.3% | $2,670-24.7% |
| Participant deferral / active EE | $2,321 | $3,411-32.0% | $5,680-59.1% | $4,125-43.7% |
| Admin fee / account holder | $4,139 | $5,956-30.5% | $13,210-68.7% | $5,651-26.7% |