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 | $62,219 | $62,672-0.7% | $185,117-66.4% | $70,131-11.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 6.92% | 40.79%-33.9pp | 40.50%-33.6pp | 73.14%-66.2pp |
| Employer contribution / active EE | $1,380 | $1,753-21.3% | $4,182-67.0% | $2,342-41.1% |
| Participant deferral / active EE | $3,203 | $3,272-2.1% | $5,045-36.5% | $3,332-3.9% |
| Admin fee / account holder | $8,155 | $3,932+107.4% | $8,159-0.1% | $4,645+75.6% |