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 | $71,042 | $78,705-9.7% | $117,854-39.7% | $70,131+1.3% |
| Participation rate | 85.0% | 73.2%+11.8pp | 79.7%+5.3pp | 69.5%+15.5pp |
| Annual return | 7.92% | 23.30%-15.4pp | 335.08%-327.2pp | 73.14%-65.2pp |
| Employer contribution / active EE | $1,342 | $2,223-39.6% | $3,786-64.5% | $2,342-42.7% |
| Participant deferral / active EE | $4,867 | $3,297+47.6% | $4,482+8.6% | $3,332+46.1% |
| Admin fee / account holder | $15,755 | $5,065+211.0% | $8,020+96.4% | $4,645+239.1% |