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 | $66,829 | $80,968-17.5% | $96,544-30.8% | $75,163-11.1% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 12.30% | 27.06%-14.8pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,229 | $2,282-46.1% | $2,965-58.5% | $2,670-54.0% |
| Participant deferral / active EE | $3,391 | $3,928-13.7% | $4,851-30.1% | $4,125-17.8% |
| Admin fee / account holder | $2,728 | $6,724-59.4% | $8,252-66.9% | $5,651-51.7% |