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 | $68,618 | $109,881-37.6% | $150,045-54.3% | $84,808-19.1% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 14.02% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,468 | $3,561-30.7% | $4,693-47.4% | $2,631-6.2% |
| Participant deferral / active EE | $6,080 | $6,636-8.4% | $7,997-24.0% | $4,212+44.4% |
| Admin fee / account holder | $4,561 | $8,568-46.8% | $13,435-66.1% | $7,344-37.9% |