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 | $79,369 | $83,902-5.4% | $167,512-52.6% | $84,808-6.4% |
| Participation rate | 97.4% | 66.5%+30.9pp | 77.1%+20.3pp | 68.3%+29.1pp |
| Annual return | 11.06% | 91.55%-80.5pp | 1615.79%-1604.7pp | 40.90%-29.8pp |
| Employer contribution / active EE | $577 | $2,264-74.5% | $3,882-85.1% | $2,631-78.1% |
| Participant deferral / active EE | $5,698 | $4,442+28.3% | $6,405-11.0% | $4,212+35.3% |
| Admin fee / account holder | $9,897 | $7,915+25.0% | $9,769+1.3% | $7,344+34.8% |