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 | $70,844 | $73,638-3.8% | $95,952-26.2% | $73,488-3.6% |
| Participation rate | 91.2% | 76.2%+15.0pp | 77.1%+14.1pp | 70.7%+20.5pp |
| Annual return | 5.47% | 16.78%-11.3pp | 91.61%-86.1pp | 28.51%-23.0pp |
| Employer contribution / active EE | $1,961 | $1,863+5.2% | $2,541-22.8% | $2,270-13.6% |
| Participant deferral / active EE | $2,216 | $3,617-38.7% | $4,167-46.8% | $3,740-40.7% |
| Admin fee / account holder | $4,796 | $482+894.7% | $6,795-29.4% | $513+834.7% |