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 | $61,833 | $57,016+8.4% | $84,966-27.2% | $80,856-23.5% |
| Participation rate | 98.2% | 56.3%+41.8pp | 67.5%+30.7pp | 67.6%+30.5pp |
| Annual return | 10.30% | 21.66%-11.4pp | 66.38%-56.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,823 | $1,798+112.7% | $2,727+40.2% | $2,755+38.8% |
| Participant deferral / active EE | $3,941 | $3,110+26.7% | $4,519-12.8% | $4,296-8.3% |
| Admin fee / account holder | $2,363 | $4,980-52.6% | $6,149-61.6% | $6,918-65.8% |