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 | $72,687 | $101,724-28.5% | $164,813-55.9% | $80,856-10.1% |
| Participation rate | 92.0% | 71.8%+20.2pp | 78.6%+13.4pp | 67.6%+24.4pp |
| Annual return | 10.45% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $5,190 | $2,953+75.7% | $4,341+19.6% | $2,755+88.4% |
| Participant deferral / active EE | $2,311 | $4,477-48.4% | $6,031-61.7% | $4,296-46.2% |
| Admin fee / account holder | $33,000 | $8,227+301.1% | $12,690+160.1% | $6,918+377.0% |