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 | $50,705 | $93,571-45.8% | $135,903-62.7% | $75,163-32.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 14.67% | 30.90%-16.2pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,258 | $3,537-36.2% | $4,856-53.5% | $2,670-15.4% |
| Participant deferral / active EE | $6,962 | $6,404+8.7% | $7,758-10.3% | $4,125+68.8% |
| Admin fee / account holder | $2,355 | $6,975-66.2% | $10,762-78.1% | $5,651-58.3% |