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 | $54,825 | $112,729-51.4% | $98,716-44.5% | $137,256-60.1% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.3%+6.9pp | 80.0%-3.8pp |
| Annual return | 7.10% | 38.48%-31.4pp | 31.81%-24.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,550 | $4,640-66.6% | $4,048-61.7% | $6,407-75.8% |
| Admin fee / account holder | $3,324 | $10,129-67.2% | $8,703-61.8% | $12,270-72.9% |