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 | $74,382 | $81,248-8.5% | $155,509-52.2% | $80,856-8.0% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.6%+24.3pp |
| Annual return | 9.99% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $422 | $3,100-86.4% | $4,672-91.0% | $2,755-84.7% |
| Participant deferral / active EE | $2,072 | $3,452-40.0% | $5,626-63.2% | $4,296-51.8% |
| Admin fee / account holder | $4,289 | $7,997-46.4% | $15,912-73.0% | $6,918-38.0% |