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 | $60,661 | $87,870-31.0% | $113,168-46.4% | $74,304-18.4% |
| Participation rate | 71.1% | 70.7%+0.3pp | 76.6%-5.5pp | 60.3%+10.7pp |
| Annual return | 12.60% | 26.44%-13.8pp | 24.27%-11.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,383 | $2,277-39.3% | $2,975-53.5% | $2,241-38.3% |
| Participant deferral / active EE | $2,258 | $4,241-46.8% | $5,107-55.8% | $3,767-40.1% |
| Admin fee / account holder | $7,455 | $3,368+121.3% | $12,068-38.2% | $2,969+151.1% |