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 | $71,280 | $89,355-20.2% | $141,162-49.5% | $72,985-2.3% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 17.91% | 111.85%-93.9pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,247 | $3,114-27.9% | $4,735-52.6% | $2,440-7.9% |
| Participant deferral / active EE | $2,520 | $5,418-53.5% | $6,709-62.4% | $3,607-30.1% |
| Admin fee / account holder | $3,432 | $5,958-42.4% | $10,261-66.5% | $5,124-33.0% |