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 | $58,758 | $81,248-27.7% | $155,509-62.2% | $80,856-27.3% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 9.59% | 33.31%-23.7pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,409 | $3,100-22.3% | $4,672-48.4% | $2,755-12.5% |
| Participant deferral / active EE | $6,158 | $3,452+78.4% | $5,626+9.5% | $4,296+43.4% |
| Admin fee / account holder | $141,910 | $7,997+1674.5% | $15,912+791.8% | $6,918+1951.3% |