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 | $60,007 | $109,413-45.2% | $156,263-61.6% | $84,808-29.2% |
| Participation rate | 85.0% | 72.7%+12.3pp | 78.9%+6.1pp | 68.3%+16.7pp |
| Annual return | 11.13% | 20.18%-9.0pp | 59.47%-48.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $3,777 | $2,907+29.9% | $4,333-12.8% | $2,631+43.5% |
| Participant deferral / active EE | $4,079 | $4,590-11.1% | $6,158-33.8% | $4,212-3.2% |
| Admin fee / account holder | $9,567 | $9,357+2.2% | $14,255-32.9% | $7,344+30.3% |