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 | $60,039 | $81,460-26.3% | $103,333-41.9% | $80,856-25.7% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.6%+29.9pp |
| Annual return | 7.80% | 25.55%-17.7pp | 24.88%-17.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $971 | $3,105-68.7% | $3,868-74.9% | $2,755-64.8% |
| Participant deferral / active EE | $2,075 | $3,869-46.4% | $5,057-59.0% | $4,296-51.7% |
| Admin fee / account holder | $11,570 | $6,566+76.2% | $8,355+38.5% | $6,918+67.2% |