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 | $62,064 | $73,933-16.1% | $96,683-35.8% | $75,163-17.4% |
| Participation rate | 91.1% | 66.4%+24.7pp | 74.3%+16.8pp | 67.2%+23.9pp |
| Annual return | 12.00% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $5,228 | $2,928+78.6% | $3,737+39.9% | $2,670+95.8% |
| Participant deferral / active EE | $5,022 | $3,659+37.3% | $4,878+2.9% | $4,125+21.7% |
| Admin fee / account holder | $2,422 | $5,216-53.6% | $6,730-64.0% | $5,651-57.1% |