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 | $65,450 | $81,460-19.7% | $103,333-36.7% | $80,856-19.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.10% | 25.55%-16.4pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,146 | $3,105-30.9% | $3,868-44.5% | $2,755-22.1% |
| Participant deferral / active EE | $5,600 | $3,869+44.8% | $5,057+10.7% | $4,296+30.4% |
| Admin fee / account holder | $12,874 | $6,566+96.1% | $8,355+54.1% | $6,918+86.1% |