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 | $67,352 | $123,793-45.6% | $177,821-62.1% | $79,858-15.7% |
| Participation rate | 73.9% | 84.7%-10.7pp | 87.7%-13.8pp | 69.6%+4.3pp |
| Annual return | 9.35% | 22.82%-13.5pp | 48.32%-39.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,025 | $4,095-50.5% | $5,918-65.8% | $2,471-18.0% |
| Participant deferral / active EE | $2,843 | $5,956-52.3% | $7,714-63.1% | $3,740-24.0% |
| Admin fee / account holder | $4,761 | $7,243-34.3% | $12,427-61.7% | $5,306-10.3% |