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 | $68,817 | $46,553+47.8% | $64,056+7.4% | $75,163-8.4% |
| Participation rate | 86.0% | 65.9%+20.0pp | 72.3%+13.7pp | 67.2%+18.8pp |
| Annual return | 8.28% | 26.03%-17.8pp | 33.69%-25.4pp | 160.62%-152.3pp |
| Employer contribution / active EE | $4,292 | $1,974+117.5% | $2,747+56.3% | $2,670+60.8% |
| Participant deferral / active EE | $4,245 | $2,837+49.7% | $3,880+9.4% | $4,125+2.9% |
| Admin fee / account holder | $20,831 | $2,952+605.6% | $3,068+578.9% | $5,651+268.6% |