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 | $68,266 | $99,985-31.7% | $146,665-53.5% | $85,850-20.5% |
| Participation rate | 81.3% | 73.1%+8.3pp | 80.1%+1.2pp | 69.3%+12.0pp |
| Annual return | 8.76% | 18.93%-10.2pp | 22.74%-14.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $2,091 | $2,559-18.3% | $4,136-49.4% | $2,565-18.5% |
| Participant deferral / active EE | $2,764 | $4,006-31.0% | $5,506-49.8% | $3,952-30.0% |
| Admin fee / account holder | $16,397 | $7,702+112.9% | $10,280+59.5% | $6,260+161.9% |