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 | $57,271 | $107,934-46.9% | $91,989-37.7% | $152,861-62.5% |
| Participation rate | 89.5% | 81.2%+8.3pp | 78.6%+10.8pp | 82.4%+7.0pp |
| Annual return | 2.36% | 89.24%-86.9pp | 69.02%-66.7pp | 345.32%-343.0pp |
| Employer contribution / active EE | $1,635 | $4,210-61.2% | $3,452-52.6% | $4,762-65.7% |
| Participant deferral / active EE | $3,297 | $6,364-48.2% | $5,923-44.3% | $5,850-43.6% |
| Admin fee / account holder | $13,614 | $10,520+29.4% | $7,743+75.8% | $11,596+17.4% |