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 | $50,275 | $81,233-38.1% | $155,567-67.7% | $80,874-37.8% |
| Participation rate | 92.7% | 66.2%+26.5pp | 78.2%+14.5pp | 67.6%+25.1pp |
| Annual return | 8.16% | 33.33%-25.2pp | 64.74%-56.6pp | 35.62%-27.5pp |
| Employer contribution / active EE | $1,886 | $3,101-39.2% | $4,674-59.6% | $2,756-31.5% |
| Participant deferral / active EE | $3,908 | $3,452+13.2% | $5,628-30.6% | $4,297-9.1% |
| Admin fee / account holder | $34,591 | $7,998+332.5% | $15,916+117.3% | $6,935+398.8% |