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 | $59,608 | $72,277-17.5% | $101,248-41.1% | $79,858-25.4% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 7.00% | 22.30%-15.3pp | 46.47%-39.5pp | 31.71%-24.7pp |
| Employer contribution / active EE | $4,692 | $2,692+74.3% | $3,660+28.2% | $2,471+89.9% |
| Participant deferral / active EE | $1,544 | $3,282-53.0% | $4,370-64.7% | $3,740-58.7% |
| Admin fee / account holder | $1,685 | $4,400-61.7% | $5,945-71.7% | $5,306-68.2% |