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 | $64,201 | $85,766-25.1% | $136,294-52.9% | $70,131-8.5% |
| Participation rate | 76.3% | 74.2%+2.2pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 9.43% | 31.45%-22.0pp | 5155.94%-5146.5pp | 73.14%-63.7pp |
| Employer contribution / active EE | $1,418 | $2,966-52.2% | $4,695-69.8% | $2,342-39.5% |
| Participant deferral / active EE | $3,266 | $5,051-35.4% | $6,247-47.7% | $3,332-2.0% |
| Admin fee / account holder | $1,645 | $5,420-69.7% | $9,243-82.2% | $4,645-64.6% |