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 | $59,934 | $81,248-26.2% | $155,509-61.5% | $80,856-25.9% |
| Participation rate | 97.0% | 66.2%+30.8pp | 78.2%+18.8pp | 67.6%+29.4pp |
| Annual return | 8.45% | 33.31%-24.9pp | 64.67%-56.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,601 | $3,100-16.1% | $4,672-44.3% | $2,755-5.6% |
| Participant deferral / active EE | $3,223 | $3,452-6.6% | $5,626-42.7% | $4,296-25.0% |
| Admin fee / account holder | $408 | $7,997-94.9% | $15,912-97.4% | $6,918-94.1% |