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 | $57,624 | $91,552-37.1% | $133,956-57.0% | $79,858-27.8% |
| Participation rate | 93.6% | 73.3%+20.3pp | 79.8%+13.8pp | 69.6%+24.0pp |
| Annual return | 8.24% | 61.85%-53.6pp | 45.09%-36.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,122 | $2,384-11.0% | $3,919-45.9% | $2,471-14.1% |
| Participant deferral / active EE | $3,853 | $3,733+3.2% | $5,048-23.7% | $3,740+3.0% |
| Admin fee / account holder | $14,433 | $6,321+128.3% | $8,927+61.7% | $5,306+172.0% |