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 | $53,471 | $179,726-70.2% | $156,263-65.8% | $142,382-62.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 6.54% | 77.86%-71.3pp | 59.47%-52.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,575 | $5,069-49.2% | $4,333-40.6% | $4,299-40.1% |
| Participant deferral / active EE | $3,911 | $6,956-43.8% | $6,158-36.5% | $6,507-39.9% |
| Admin fee / account holder | $21,589 | $17,272+25.0% | $14,255+51.4% | $12,624+71.0% |