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 | $65,961 | $81,248-18.8% | $155,509-57.6% | $80,856-18.4% |
| Participation rate | 85.3% | 66.2%+19.1pp | 78.2%+7.1pp | 67.6%+17.7pp |
| Annual return | 9.32% | 33.31%-24.0pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $690 | $3,100-77.7% | $4,672-85.2% | $2,755-74.9% |
| Participant deferral / active EE | $1,859 | $3,452-46.1% | $5,626-67.0% | $4,296-56.7% |
| Admin fee / account holder | $13,328 | $7,997+66.7% | $15,912-16.2% | $6,918+92.7% |