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 | $58,543 | $51,175+14.4% | $70,515-17.0% | $75,163-22.1% |
| Participation rate | 96.7% | 60.9%+35.7pp | 68.3%+28.3pp | 67.2%+29.5pp |
| Annual return | 12.24% | 30.02%-17.8pp | 32.77%-20.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,193 | $1,826-34.7% | $2,973-59.9% | $2,670-55.3% |
| Participant deferral / active EE | $2,980 | $2,849+4.6% | $4,567-34.7% | $4,125-27.8% |
| Admin fee / account holder | $15,220 | $4,091+272.1% | $6,412+137.4% | $5,651+169.3% |