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 | $73,188 | $81,248-9.9% | $155,509-52.9% | $80,856-9.5% |
| Participation rate | 72.1% | 66.2%+5.8pp | 78.2%-6.1pp | 67.6%+4.4pp |
| Annual return | 8.63% | 33.31%-24.7pp | 64.67%-56.0pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,028 | $3,100-34.6% | $4,672-56.6% | $2,755-26.4% |
| Participant deferral / active EE | $2,969 | $3,452-14.0% | $5,626-47.2% | $4,296-30.9% |
| Admin fee / account holder | $15,840 | $7,997+98.1% | $15,912-0.5% | $6,918+129.0% |