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 | $66,623 | $91,190-26.9% | $178,490-62.7% | $79,858-16.6% |
| Participation rate | 78.1% | 69.2%+8.9pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 9.68% | 24.19%-14.5pp | 151.07%-141.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,869 | $3,256-42.6% | $5,011-62.7% | $2,471-24.3% |
| Participant deferral / active EE | $3,198 | $3,236-1.2% | $5,202-38.5% | $3,740-14.5% |
| Admin fee / account holder | $5,468 | $6,751-19.0% | $13,984-60.9% | $5,306+3.0% |