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 | $68,022 | $80,717-15.7% | $154,803-56.1% | $84,808-19.8% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 11.22% | 37.96%-26.7pp | 58.88%-47.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $6,111 | $2,761+121.3% | $4,305+41.9% | $2,631+132.3% |
| Participant deferral / active EE | $4,603 | $3,303+39.3% | $5,540-16.9% | $4,212+9.3% |
| Admin fee / account holder | $9,351 | $6,746+38.6% | $14,329-34.7% | $7,344+27.3% |