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 | $63,015 | $96,965-35.0% | $97,995-35.7% | $147,584-57.3% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 9.50% | 24.11%-14.6pp | 23.94%-14.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,578 | $4,536-65.2% | $4,158-62.0% | $4,876-67.6% |
| Participant deferral / active EE | $2,631 | $5,081-48.2% | $5,097-48.4% | $5,439-51.6% |
| Admin fee / account holder | $14,151 | $8,120+74.3% | $5,943+138.1% | $10,885+30.0% |