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 | $67,847 | $95,803-29.2% | $113,168-40.0% | $84,808-20.0% |
| Participation rate | 82.1% | 72.9%+9.2pp | 76.6%+5.5pp | 68.3%+13.7pp |
| Annual return | 11.43% | 25.00%-13.6pp | 24.27%-12.8pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,423 | $2,360-39.7% | $2,975-52.2% | $2,631-45.9% |
| Participant deferral / active EE | $4,721 | $4,242+11.3% | $5,107-7.6% | $4,212+12.1% |
| Admin fee / account holder | $910 | $8,989-89.9% | $12,068-92.5% | $7,344-87.6% |