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 | $69,053 | $91,190-24.3% | $178,490-61.3% | $79,858-13.5% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 8.51% | 24.19%-15.7pp | 151.07%-142.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $4,242 | $3,256+30.3% | $5,011-15.3% | $2,471+71.7% |
| Participant deferral / active EE | $3,174 | $3,236-1.9% | $5,202-39.0% | $3,740-15.1% |
| Admin fee / account holder | $9,198 | $6,751+36.2% | $13,984-34.2% | $5,306+73.3% |