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 | $64,528 | $177,572-63.7% | $154,803-58.3% | $142,382-54.7% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 10.52% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,823 | $4,810-62.1% | $4,305-57.7% | $4,299-57.6% |
| Participant deferral / active EE | $5,453 | $6,272-13.1% | $5,540-1.6% | $6,507-16.2% |
| Admin fee / account holder | $39,651 | $16,786+136.2% | $14,329+176.7% | $12,624+214.1% |