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 | $60,469 | $95,803-36.9% | $113,168-46.6% | $84,808-28.7% |
| Participation rate | 71.7% | 72.9%-1.2pp | 76.6%-4.9pp | 68.3%+3.4pp |
| Annual return | 11.99% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $910 | $2,360-61.5% | $2,975-69.4% | $2,631-65.4% |
| Participant deferral / active EE | $3,582 | $4,242-15.6% | $5,107-29.9% | $4,212-14.9% |
| Admin fee / account holder | $2,627 | $8,989-70.8% | $12,068-78.2% | $7,344-64.2% |