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 | $63,555 | $77,899-18.4% | $149,673-57.5% | $75,163-15.4% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 10.86% | 31.72%-20.9pp | 134.42%-123.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $4,365 | $3,137+39.1% | $4,818-9.4% | $2,670+63.5% |
| Participant deferral / active EE | $2,601 | $3,411-23.7% | $5,680-54.2% | $4,125-36.9% |
| Admin fee / account holder | $3,928 | $5,956-34.1% | $13,210-70.3% | $5,651-30.5% |