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 | $70,414 | $81,248-13.3% | $155,509-54.7% | $80,856-12.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.23% | 33.31%-24.1pp | 64.67%-55.4pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,946 | $3,100-5.0% | $4,672-36.9% | $2,755+6.9% |
| Participant deferral / active EE | $5,742 | $3,452+66.4% | $5,626+2.1% | $4,296+33.7% |
| Admin fee / account holder | $22,150 | $7,997+177.0% | $15,912+39.2% | $6,918+220.2% |