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 | $64,713 | $95,453-32.2% | $112,040-42.2% | $82,448-21.5% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.5%+14.0pp | 68.1%+22.4pp |
| Annual return | 10.81% | 23.92%-13.1pp | 24.52%-13.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,306 | $2,318-43.6% | $2,954-55.8% | $2,551-48.8% |
| Participant deferral / active EE | $4,009 | $4,224-5.1% | $5,098-21.4% | $4,139-3.2% |
| Admin fee / account holder | $25,270 | $9,013+180.4% | $12,098+108.9% | $7,234+249.3% |