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 | $56,940 | $89,753-36.6% | $107,525-47.0% | $84,808-32.9% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 12.79% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,998 | $3,113-35.8% | $3,754-46.8% | $2,631-24.0% |
| Participant deferral / active EE | $3,854 | $4,056-5.0% | $5,116-24.7% | $4,212-8.5% |
| Admin fee / account holder | $3,981 | $7,222-44.9% | $8,919-55.4% | $7,344-45.8% |