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 | $63,361 | $91,407-30.7% | $135,903-53.4% | $71,457-11.3% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.2pp | 67.9%+25.1pp |
| Annual return | 15.65% | 29.90%-14.2pp | 68.23%-52.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,517 | $3,703-59.0% | $4,856-68.8% | $2,588-41.4% |
| Participant deferral / active EE | $4,105 | $7,092-42.1% | $7,758-47.1% | $4,289-4.3% |
| Admin fee / account holder | $6,828 | $1,266+439.4% | $10,762-36.6% | $1,587+330.2% |