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 | $63,595 | $76,407-16.8% | $150,298-57.7% | $82,448-22.9% |
| Participation rate | 74.6% | 66.4%+8.2pp | 77.8%-3.2pp | 68.1%+6.5pp |
| Annual return | 12.18% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,651 | $2,614-36.8% | $4,154-60.3% | $2,551-35.3% |
| Participant deferral / active EE | $2,368 | $3,214-26.3% | $5,453-56.6% | $4,139-42.8% |
| Admin fee / account holder | $7,996 | $6,352+25.9% | $14,116-43.4% | $7,234+10.5% |