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 | $59,631 | $87,733-32.0% | $106,548-44.0% | $85,850-30.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.44% | 21.86%-12.4pp | 26.80%-17.4pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,367 | $2,073-34.0% | $2,819-51.5% | $2,565-46.7% |
| Participant deferral / active EE | $3,025 | $3,469-12.8% | $4,398-31.2% | $3,952-23.5% |
| Admin fee / account holder | $2,048 | $6,767-69.7% | $7,407-72.3% | $6,260-67.3% |