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 | $56,290 | $78,926-28.7% | $136,749-58.8% | $84,808-33.6% |
| Participation rate | 76.5% | 62.2%+14.3pp | 72.1%+4.3pp | 68.3%+8.2pp |
| Annual return | 9.23% | 18.17%-8.9pp | 24.33%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,601 | $2,134-25.0% | $3,400-52.9% | $2,631-39.2% |
| Participant deferral / active EE | $3,779 | $3,168+19.3% | $4,692-19.5% | $4,212-10.3% |
| Admin fee / account holder | $10,261 | $6,369+61.1% | $11,386-9.9% | $7,344+39.7% |