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 | $69,484 | $77,899-10.8% | $149,673-53.6% | $75,163-7.6% |
| Participation rate | 90.2% | 65.6%+24.6pp | 78.8%+11.4pp | 67.2%+23.0pp |
| Annual return | 11.35% | 31.72%-20.4pp | 134.42%-123.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,625 | $3,137-16.3% | $4,818-45.5% | $2,670-1.7% |
| Participant deferral / active EE | $4,687 | $3,411+37.4% | $5,680-17.5% | $4,125+13.6% |
| Admin fee / account holder | $5,327 | $5,956-10.6% | $13,210-59.7% | $5,651-5.7% |