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 | $67,529 | $86,929-22.3% | $102,423-34.1% | $80,856-16.5% |
| Participation rate | 70.3% | 72.4%-2.1pp | 76.5%-6.2pp | 67.6%+2.6pp |
| Annual return | 8.75% | 18.88%-10.1pp | 29.32%-20.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,485 | $2,369-37.3% | $3,023-50.9% | $2,755-46.1% |
| Participant deferral / active EE | $3,032 | $4,118-26.4% | $5,053-40.0% | $4,296-29.4% |
| Admin fee / account holder | $1,278 | $8,049-84.1% | $9,451-86.5% | $6,918-81.5% |