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 | $65,563 | $114,381-42.7% | $107,525-39.0% | $142,382-54.0% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 1.19% | 242.71%-241.5pp | 181.32%-180.1pp | 217.08%-215.9pp |
| Employer contribution / active EE | $2,522 | $4,015-37.2% | $3,754-32.8% | $4,299-41.3% |
| Participant deferral / active EE | $8,524 | $5,564+53.2% | $5,116+66.6% | $6,507+31.0% |
| Admin fee / account holder | $3,016 | $9,860-69.4% | $8,919-66.2% | $12,624-76.1% |