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 | $71,939 | $81,460-11.7% | $103,333-30.4% | $80,856-11.0% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.6%+26.5pp |
| Annual return | 2.84% | 25.55%-22.7pp | 24.88%-22.0pp | 35.59%-32.8pp |
| Employer contribution / active EE | $1,663 | $3,105-46.5% | $3,868-57.0% | $2,755-39.6% |
| Participant deferral / active EE | $3,797 | $3,869-1.8% | $5,057-24.9% | $4,296-11.6% |
| Admin fee / account holder | $4,747 | $6,566-27.7% | $8,355-43.2% | $6,918-31.4% |