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 | $53,855 | $45,035+19.6% | $62,995-14.5% | $70,131-23.2% |
| Participation rate | 74.4% | 69.5%+4.8pp | 74.8%-0.4pp | 69.5%+4.8pp |
| Annual return | 10.72% | 18.76%-8.0pp | 87.57%-76.8pp | 73.14%-62.4pp |
| Employer contribution / active EE | $473 | $2,051-76.9% | $2,759-82.8% | $2,342-79.8% |
| Participant deferral / active EE | $9,307 | $2,465+277.6% | $3,329+179.5% | $3,332+179.3% |
| Admin fee / account holder | $6,959 | $2,834+145.5% | $3,600+93.3% | $4,645+49.8% |