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 | $59,542 | $65,409-9.0% | $98,442-39.5% | $85,850-30.6% |
| Participation rate | 84.1% | 65.0%+19.1pp | 73.3%+10.8pp | 69.3%+14.8pp |
| Annual return | 8.85% | 21.76%-12.9pp | 1492.73%-1483.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $931 | $2,168-57.0% | $2,960-68.5% | $2,565-63.7% |
| Participant deferral / active EE | $3,931 | $3,166+24.2% | $4,276-8.1% | $3,952-0.5% |
| Admin fee / account holder | $2,306 | $4,593-49.8% | $5,949-61.2% | $6,260-63.2% |