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 | $76,459 | $80,717-5.3% | $154,803-50.6% | $84,808-9.8% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 11.91% | 37.96%-26.0pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,302 | $2,761-52.8% | $4,305-69.8% | $2,631-50.5% |
| Participant deferral / active EE | $4,735 | $3,303+43.3% | $5,540-14.5% | $4,212+12.4% |
| Admin fee / account holder | $2,682 | $6,746-60.2% | $14,329-81.3% | $7,344-63.5% |