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 | $74,762 | $86,929-14.0% | $102,423-27.0% | $80,856-7.5% |
| Participation rate | 95.4% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 9.05% | 18.88%-9.8pp | 29.32%-20.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,983 | $2,369-16.3% | $3,023-34.4% | $2,755-28.0% |
| Participant deferral / active EE | $3,365 | $4,118-18.3% | $5,053-33.4% | $4,296-21.7% |
| Admin fee / account holder | $20,357 | $8,049+152.9% | $9,451+115.4% | $6,918+194.3% |