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 | $72,219 | $91,552-21.1% | $133,956-46.1% | $79,858-9.6% |
| Participation rate | 88.1% | 73.3%+14.8pp | 79.8%+8.3pp | 69.6%+18.5pp |
| Annual return | 0.36% | 61.85%-61.5pp | 45.09%-44.7pp | 31.71%-31.4pp |
| Employer contribution / active EE | $1,314 | $2,384-44.9% | $3,919-66.5% | $2,471-46.8% |
| Participant deferral / active EE | $4,544 | $3,733+21.7% | $5,048-10.0% | $3,740+21.5% |
| Admin fee / account holder | $5,021 | $6,321-20.6% | $8,927-43.8% | $5,306-5.4% |