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 | $58,734 | $125,758-53.3% | $169,993-65.4% | $75,163-21.9% |
| Participation rate | 77.2% | 83.6%-6.4pp | 87.0%-9.8pp | 67.2%+10.0pp |
| Annual return | 13.13% | 27.20%-14.1pp | 53.37%-40.2pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,264 | $4,615-50.9% | $6,785-66.6% | $2,670-15.2% |
| Participant deferral / active EE | $3,956 | $6,837-42.1% | $10,408-62.0% | $4,125-4.1% |
| Admin fee / account holder | $1,265 | $8,173-84.5% | $12,815-90.1% | $5,651-77.6% |