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 | $56,650 | $72,277-21.6% | $101,248-44.0% | $79,858-29.1% |
| Participation rate | 82.5% | 68.5%+14.1pp | 75.8%+6.7pp | 69.6%+12.9pp |
| Annual return | -3.00% | 22.30%-25.3pp | 46.47%-49.5pp | 31.71%-34.7pp |
| Employer contribution / active EE | $1,570 | $2,692-41.7% | $3,660-57.1% | $2,471-36.4% |
| Participant deferral / active EE | $6,479 | $3,282+97.4% | $4,370+48.3% | $3,740+73.2% |
| Admin fee / account holder | $4,478 | $4,400+1.8% | $5,945-24.7% | $5,306-15.6% |