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 | $65,053 | $83,477-22.1% | $125,175-48.0% | $72,985-10.9% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.5%+28.7pp |
| Annual return | 5.62% | 25.78%-20.2pp | 43.79%-38.2pp | 81.00%-75.4pp |
| Employer contribution / active EE | $1,540 | $2,345-34.3% | $3,865-60.2% | $2,440-36.9% |
| Participant deferral / active EE | $2,985 | $3,585-16.8% | $4,937-39.5% | $3,607-17.3% |
| Admin fee / account holder | $4,136 | $5,517-25.0% | $9,702-57.4% | $5,124-19.3% |