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 | $59,239 | $95,803-38.2% | $113,168-47.7% | $84,808-30.1% |
| Participation rate | 94.9% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.6pp |
| Annual return | 10.60% | 25.00%-14.4pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $12,658 | $2,360+436.4% | $2,975+325.5% | $2,631+381.1% |
| Participant deferral / active EE | $3,994 | $4,242-5.8% | $5,107-21.8% | $4,212-5.2% |
| Admin fee / account holder | $2,411 | $8,989-73.2% | $12,068-80.0% | $7,344-67.2% |