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 | $78,776 | $138,347-43.1% | $184,203-57.2% | $80,856-2.6% |
| Participation rate | 75.6% | 83.9%-8.3pp | 86.8%-11.2pp | 67.6%+8.0pp |
| Annual return | 9.83% | 20.02%-10.2pp | 28.81%-19.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,790 | $4,850-63.1% | $6,427-72.2% | $2,755-35.0% |
| Participant deferral / active EE | $4,087 | $7,071-42.2% | $9,131-55.2% | $4,296-4.9% |
| Admin fee / account holder | $5,181 | $10,483-50.6% | $13,901-62.7% | $6,918-25.1% |