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 | $82,897 | $107,452-22.9% | $91,541-9.4% | $142,382-41.8% |
| Participation rate | 95.8% | 75.1%+20.8pp | 69.8%+26.1pp | 80.1%+15.7pp |
| Annual return | 4.56% | 22.06%-17.5pp | 20.50%-15.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $1,434 | $2,994-52.1% | $2,505-42.7% | $4,299-66.6% |
| Participant deferral / active EE | $1,533 | $4,754-67.8% | $4,008-61.7% | $6,507-76.4% |
| Admin fee / account holder | $37,587 | $8,834+325.5% | $6,956+440.3% | $12,624+197.8% |