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 | $54,775 | $72,277-24.2% | $101,248-45.9% | $79,858-31.4% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | 5.03% | 22.30%-17.3pp | 46.47%-41.4pp | 31.71%-26.7pp |
| Employer contribution / active EE | $3,095 | $2,692+15.0% | $3,660-15.4% | $2,471+25.3% |
| Participant deferral / active EE | $3,077 | $3,282-6.2% | $4,370-29.6% | $3,740-17.7% |
| Admin fee / account holder | $4,825 | $4,400+9.7% | $5,945-18.8% | $5,306-9.1% |