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 | $60,802 | $64,324-5.5% | $118,925-48.9% | $79,858-23.9% |
| Participation rate | 80.0% | 64.9%+15.1pp | 75.4%+4.6pp | 69.6%+10.4pp |
| Annual return | 1.32% | 86.45%-85.1pp | 35.88%-34.6pp | 31.71%-30.4pp |
| Employer contribution / active EE | $843 | $1,836-54.1% | $3,263-74.1% | $2,471-65.9% |
| Participant deferral / active EE | $3,511 | $2,824+24.4% | $4,265-17.7% | $3,740-6.1% |
| Admin fee / account holder | $307 | $4,040-92.4% | $6,581-95.3% | $5,306-94.2% |