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 | $69,318 | $109,881-36.9% | $150,045-53.8% | $84,808-18.3% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 7.42% | 28.25%-20.8pp | 62.55%-55.1pp | 40.90%-33.5pp |
| Employer contribution / active EE | $1,884 | $3,561-47.1% | $4,693-59.9% | $2,631-28.4% |
| Participant deferral / active EE | $7,403 | $6,636+11.6% | $7,997-7.4% | $4,212+75.8% |
| Admin fee / account holder | $22,851 | $8,568+166.7% | $13,435+70.1% | $7,344+211.2% |