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 | $64,175 | $100,923-36.4% | $150,045-57.2% | $74,304-13.6% |
| Participation rate | 78.5% | 70.1%+8.4pp | 82.3%-3.8pp | 60.3%+18.2pp |
| Annual return | 11.18% | 51.77%-40.6pp | 62.55%-51.4pp | 29.43%-18.3pp |
| Employer contribution / active EE | $2,908 | $3,463-16.0% | $4,693-38.0% | $2,241+29.8% |
| Participant deferral / active EE | $4,620 | $6,709-31.1% | $7,997-42.2% | $3,767+22.6% |
| Admin fee / account holder | $17,371 | $2,767+527.8% | $13,435+29.3% | $2,969+485.1% |