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 | $64,262 | $77,899-17.5% | $149,673-57.1% | $75,163-14.5% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 12.39% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,520 | $3,137-51.6% | $4,818-68.5% | $2,670-43.1% |
| Participant deferral / active EE | $6,111 | $3,411+79.2% | $5,680+7.6% | $4,125+48.1% |
| Admin fee / account holder | $5,441 | $5,956-8.6% | $13,210-58.8% | $5,651-3.7% |