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 | $65,495 | $81,460-19.6% | $103,333-36.6% | $80,856-19.0% |
| Participation rate | 95.0% | 66.8%+28.2pp | 74.5%+20.5pp | 67.6%+27.4pp |
| Annual return | 10.30% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,139 | $3,105-31.1% | $3,868-44.7% | $2,755-22.4% |
| Participant deferral / active EE | $4,657 | $3,869+20.4% | $5,057-7.9% | $4,296+8.4% |
| Admin fee / account holder | $3,689 | $6,566-43.8% | $8,355-55.8% | $6,918-46.7% |