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 | $55,961 | $64,324-13.0% | $118,925-52.9% | $79,858-29.9% |
| Participation rate | 71.9% | 64.9%+7.0pp | 75.4%-3.5pp | 69.6%+2.2pp |
| Annual return | 6.74% | 86.45%-79.7pp | 35.88%-29.1pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,171 | $1,836-36.2% | $3,263-64.1% | $2,471-52.6% |
| Participant deferral / active EE | $2,016 | $2,824-28.6% | $4,265-52.7% | $3,740-46.1% |
| Admin fee / account holder | $621 | $4,040-84.6% | $6,581-90.6% | $5,306-88.3% |