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 | $61,269 | $95,803-36.0% | $113,168-45.9% | $84,808-27.8% |
| Participation rate | 89.8% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.5pp |
| Annual return | 11.29% | 25.00%-13.7pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,548 | $2,360-34.4% | $2,975-48.0% | $2,631-41.1% |
| Participant deferral / active EE | $2,743 | $4,242-35.3% | $5,107-46.3% | $4,212-34.9% |
| Admin fee / account holder | $5,292 | $8,989-41.1% | $12,068-56.2% | $7,344-27.9% |