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 | $60,732 | $86,929-30.1% | $102,423-40.7% | $80,856-24.9% |
| Participation rate | 95.8% | 72.4%+23.4pp | 76.5%+19.3pp | 67.6%+28.1pp |
| Annual return | 9.52% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,177 | $4,118+1.4% | $5,053-17.3% | $4,296-2.8% |
| Admin fee / account holder | $7,488 | $8,049-7.0% | $9,451-20.8% | $6,918+8.2% |