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 | $62,532 | $76,552-18.3% | $123,892-49.5% | $62,891-0.6% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 3.79% | 18.68%-14.9pp | 47.52%-43.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,966 | $2,883-31.8% | $4,617-57.4% | $2,281-13.8% |
| Participant deferral / active EE | $4,995 | $4,840+3.2% | $5,984-16.5% | $3,203+55.9% |
| Admin fee / account holder | $541 | $4,826-88.8% | $8,357-93.5% | $4,296-87.4% |