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 | $56,212 | $81,208-30.8% | $98,907-43.2% | $79,858-29.6% |
| Participation rate | 75.6% | 72.5%+3.0pp | 76.0%-0.5pp | 69.6%+5.9pp |
| Annual return | 7.71% | 60.99%-53.3pp | 196.43%-188.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,672 | $1,960-14.7% | $2,689-37.8% | $2,471-32.3% |
| Participant deferral / active EE | $3,489 | $3,265+6.9% | $4,244-17.8% | $3,740-6.7% |
| Admin fee / account holder | $595 | $6,013-90.1% | $6,642-91.0% | $5,306-88.8% |