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 | $59,901 | $114,381-47.6% | $107,525-44.3% | $142,382-57.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 11.51% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,014 | $4,015-24.9% | $3,754-19.7% | $4,299-29.9% |
| Participant deferral / active EE | $6,039 | $5,564+8.5% | $5,116+18.1% | $6,507-7.2% |
| Admin fee / account holder | $3,109 | $9,860-68.5% | $8,919-65.1% | $12,624-75.4% |