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 | $69,003 | $87,037-20.7% | $106,201-35.0% | $80,874-14.7% |
| Participation rate | 86.2% | 70.4%+15.8pp | 75.3%+10.9pp | 67.6%+18.6pp |
| Annual return | 9.67% | 17.05%-7.4pp | 116.26%-106.6pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,481 | $2,396-38.2% | $3,170-53.3% | $2,756-46.2% |
| Participant deferral / active EE | $5,074 | $3,986+27.3% | $5,012+1.2% | $4,297+18.1% |
| Admin fee / account holder | $2,315 | $8,434-72.5% | $11,039-79.0% | $6,935-66.6% |