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 | $63,326 | $81,460-22.3% | $103,333-38.7% | $80,856-21.7% |
| Participation rate | 89.2% | 66.8%+22.3pp | 74.5%+14.7pp | 67.6%+21.6pp |
| Annual return | 10.28% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,820 | $3,105-41.4% | $3,868-53.0% | $2,755-33.9% |
| Participant deferral / active EE | $2,421 | $3,869-37.4% | $5,057-52.1% | $4,296-43.6% |
| Admin fee / account holder | $1,141 | $6,566-82.6% | $8,355-86.3% | $6,918-83.5% |