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 | $60,037 | $101,724-41.0% | $164,813-63.6% | $80,856-25.7% |
| Participation rate | 77.1% | 71.8%+5.3pp | 78.6%-1.5pp | 67.6%+9.5pp |
| Annual return | 7.67% | 16.72%-9.0pp | 69.93%-62.3pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,906 | $2,953-35.5% | $4,341-56.1% | $2,755-30.8% |
| Participant deferral / active EE | $3,959 | $4,477-11.6% | $6,031-34.4% | $4,296-7.8% |
| Admin fee / account holder | $36,021 | $8,227+337.8% | $12,690+183.9% | $6,918+420.7% |