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 | $57,539 | $109,881-47.6% | $150,045-61.7% | $84,808-32.2% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 14.13% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,983 | $3,561-44.3% | $4,693-57.7% | $2,631-24.6% |
| Participant deferral / active EE | $5,087 | $6,636-23.3% | $7,997-36.4% | $4,212+20.8% |
| Admin fee / account holder | $22,242 | $8,568+159.6% | $13,435+65.6% | $7,344+202.9% |