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 | $66,740 | $95,803-30.3% | $113,168-41.0% | $84,808-21.3% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 11.11% | 25.00%-13.9pp | 24.27%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,493 | $2,360-36.7% | $2,975-49.8% | $2,631-43.3% |
| Participant deferral / active EE | $2,963 | $4,242-30.1% | $5,107-42.0% | $4,212-29.6% |
| Admin fee / account holder | $9,861 | $8,989+9.7% | $12,068-18.3% | $7,344+34.3% |