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 | $73,133 | $109,881-33.4% | $150,045-51.3% | $84,808-13.8% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 11.17% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,353 | $3,561-33.9% | $4,693-49.9% | $2,631-10.6% |
| Participant deferral / active EE | $3,056 | $6,636-53.9% | $7,997-61.8% | $4,212-27.4% |
| Admin fee / account holder | $17,784 | $8,568+107.6% | $13,435+32.4% | $7,344+142.2% |