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 | $57,774 | $91,190-36.6% | $178,490-67.6% | $79,858-27.7% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 9.64% | 24.19%-14.6pp | 151.07%-141.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $3,101 | $3,256-4.7% | $5,011-38.1% | $2,471+25.5% |
| Participant deferral / active EE | $4,770 | $3,236+47.4% | $5,202-8.3% | $3,740+27.5% |
| Admin fee / account holder | $17,135 | $6,751+153.8% | $13,984+22.5% | $5,306+222.9% |