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 | $53,057 | $73,933-28.2% | $96,683-45.1% | $75,163-29.4% |
| Participation rate | 78.9% | 66.4%+12.5pp | 74.3%+4.6pp | 67.2%+11.8pp |
| Annual return | 12.70% | 26.70%-14.0pp | 35.69%-23.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $4,633 | $2,928+58.2% | $3,737+24.0% | $2,670+73.5% |
| Participant deferral / active EE | $4,015 | $3,659+9.7% | $4,878-17.7% | $4,125-2.7% |
| Admin fee / account holder | $3,631 | $5,216-30.4% | $6,730-46.1% | $5,651-35.8% |