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 | $52,630 | $77,899-32.4% | $149,673-64.8% | $75,163-30.0% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 9.97% | 31.72%-21.8pp | 134.42%-124.4pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,236 | $3,137-60.6% | $4,818-74.3% | $2,670-53.7% |
| Participant deferral / active EE | $5,247 | $3,411+53.8% | $5,680-7.6% | $4,125+27.2% |
| Admin fee / account holder | $5,152 | $5,956-13.5% | $13,210-61.0% | $5,651-8.8% |