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 | $62,491 | $70,428-11.3% | $96,562-35.3% | $85,850-27.2% |
| Participation rate | 71.0% | 61.8%+9.2pp | 69.8%+1.2pp | 69.3%+1.7pp |
| Annual return | 4.09% | 18.59%-14.5pp | 37.78%-33.7pp | 318.53%-314.4pp |
| Employer contribution / active EE | $1,832 | $1,413+29.7% | $2,356-22.2% | $2,565-28.6% |
| Participant deferral / active EE | $4,672 | $2,894+61.4% | $3,849+21.4% | $3,952+18.2% |
| Admin fee / account holder | $43,602 | $4,997+772.6% | $6,181+605.4% | $6,260+596.5% |