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 | $61,153 | $88,042-30.5% | $138,135-55.7% | $79,858-23.4% |
| Participation rate | 89.5% | 71.4%+18.1pp | 78.7%+10.8pp | 69.6%+19.8pp |
| Annual return | -8.24% | 20.58%-28.8pp | 20.51%-28.8pp | 31.71%-40.0pp |
| Employer contribution / active EE | $2,217 | $3,103-28.6% | $5,587-60.3% | $2,471-10.3% |
| Participant deferral / active EE | $3,730 | $4,704-20.7% | $6,431-42.0% | $3,740-0.3% |
| Admin fee / account holder | $5,789 | $7,791-25.7% | $11,856-51.2% | $5,306+9.1% |