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 | $55,665 | $91,552-39.2% | $133,956-58.4% | $79,858-30.3% |
| Participation rate | 93.2% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 9.00% | 61.85%-52.8pp | 45.09%-36.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,737 | $2,384-27.1% | $3,919-55.7% | $2,471-29.7% |
| Participant deferral / active EE | $2,603 | $3,733-30.3% | $5,048-48.4% | $3,740-30.4% |
| Admin fee / account holder | $9,193 | $6,321+45.4% | $8,927+3.0% | $5,306+73.2% |