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 | $72,931 | $81,248-10.2% | $155,509-53.1% | $80,856-9.8% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 8.62% | 33.31%-24.7pp | 64.67%-56.0pp | 35.59%-27.0pp |
| Employer contribution / active EE | $4,010 | $3,100+29.4% | $4,672-14.2% | $2,755+45.6% |
| Participant deferral / active EE | $6,107 | $3,452+76.9% | $5,626+8.5% | $4,296+42.2% |
| Admin fee / account holder | $13,964 | $7,997+74.6% | $15,912-12.2% | $6,918+101.8% |