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 | $65,176 | $78,672-17.2% | $109,143-40.3% | $85,850-24.1% |
| Participation rate | 97.7% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.4pp |
| Annual return | 8.39% | 25.09%-16.7pp | 25.75%-17.4pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,750 | $2,735-36.0% | $3,722-53.0% | $2,565-31.8% |
| Participant deferral / active EE | $4,246 | $3,467+22.5% | $4,653-8.7% | $3,952+7.5% |
| Admin fee / account holder | $799 | $5,469-85.4% | $6,752-88.2% | $6,260-87.2% |