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 | $75,134 | $78,705-4.5% | $117,854-36.2% | $70,131+7.1% |
| Participation rate | 89.4% | 73.2%+16.2pp | 79.7%+9.7pp | 69.5%+19.8pp |
| Annual return | 8.10% | 23.30%-15.2pp | 335.08%-327.0pp | 73.14%-65.0pp |
| Employer contribution / active EE | $1,099 | $2,223-50.6% | $3,786-71.0% | $2,342-53.1% |
| Participant deferral / active EE | $2,525 | $3,297-23.4% | $4,482-43.7% | $3,332-24.2% |
| Admin fee / account holder | $1,725 | $5,065-65.9% | $8,020-78.5% | $4,645-62.9% |