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 | $74,053 | $157,256-52.9% | $141,162-47.5% | $152,861-51.6% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 1.94% | 64.32%-62.4pp | 71.39%-69.4pp | 345.32%-343.4pp |
| Employer contribution / active EE | $2,685 | $5,261-49.0% | $4,735-43.3% | $4,762-43.6% |
| Participant deferral / active EE | $2,839 | $7,109-60.1% | $6,709-57.7% | $5,850-51.5% |
| Admin fee / account holder | $8,626 | $12,120-28.8% | $10,261-15.9% | $11,596-25.6% |