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 | $59,988 | $74,927-19.9% | $101,794-41.1% | $84,808-29.3% |
| Participation rate | 92.2% | 61.4%+30.8pp | 69.2%+23.0pp | 68.3%+23.8pp |
| Annual return | 9.75% | 18.70%-9.0pp | 30.53%-20.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,740 | $1,522+14.3% | $2,289-24.0% | $2,631-33.9% |
| Participant deferral / active EE | $3,709 | $3,099+19.7% | $4,084-9.2% | $4,212-11.9% |
| Admin fee / account holder | $5,415 | $6,514-16.9% | $8,777-38.3% | $7,344-26.3% |