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 | $70,288 | $98,750-28.8% | $149,696-53.0% | $79,858-12.0% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.2pp |
| Annual return | 4.82% | 27.43%-22.6pp | 276.60%-271.8pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,747 | $3,216-45.7% | $4,644-62.4% | $2,471-29.3% |
| Participant deferral / active EE | $5,567 | $5,680-2.0% | $6,842-18.6% | $3,740+48.9% |
| Admin fee / account holder | $3,475 | $6,053-42.6% | $9,309-62.7% | $5,306-34.5% |