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 | $81,630 | $109,413-25.4% | $156,263-47.8% | $84,808-3.7% |
| Participation rate | 85.4% | 72.7%+12.7pp | 78.9%+6.5pp | 68.3%+17.1pp |
| Annual return | 11.92% | 20.18%-8.3pp | 59.47%-47.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,491 | $2,907-48.7% | $4,333-65.6% | $2,631-43.3% |
| Participant deferral / active EE | $2,982 | $4,590-35.0% | $6,158-51.6% | $4,212-29.2% |
| Admin fee / account holder | $11,654 | $9,357+24.5% | $14,255-18.2% | $7,344+58.7% |