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 | $74,557 | $109,413-31.9% | $156,263-52.3% | $84,808-12.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 10.73% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,575 | $2,907-45.8% | $4,333-63.7% | $2,631-40.2% |
| Participant deferral / active EE | $3,481 | $4,590-24.2% | $6,158-43.5% | $4,212-17.4% |
| Admin fee / account holder | $7,930 | $9,357-15.2% | $14,255-44.4% | $7,344+8.0% |