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 | $64,232 | $78,705-18.4% | $117,854-45.5% | $70,131-8.4% |
| Participation rate | 78.3% | 73.2%+5.1pp | 79.7%-1.4pp | 69.5%+8.7pp |
| Annual return | 9.94% | 23.30%-13.4pp | 335.08%-325.1pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,506 | $2,223-32.3% | $3,786-60.2% | $2,342-35.7% |
| Participant deferral / active EE | $2,313 | $3,297-29.9% | $4,482-48.4% | $3,332-30.6% |
| Admin fee / account holder | $7,692 | $5,065+51.9% | $8,020-4.1% | $4,645+65.6% |