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 | $67,744 | $81,248-16.6% | $155,509-56.4% | $80,856-16.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 9.62% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,463 | $3,100-20.6% | $4,672-47.3% | $2,755-10.6% |
| Participant deferral / active EE | $5,054 | $3,452+46.4% | $5,626-10.2% | $4,296+17.6% |
| Admin fee / account holder | $1,818 | $7,997-77.3% | $15,912-88.6% | $6,918-73.7% |