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 | $60,901 | $92,798-34.4% | $96,707-37.0% | $137,256-55.6% |
| Participation rate | 72.7% | 81.6%-8.9pp | 80.4%-7.6pp | 80.0%-7.2pp |
| Annual return | 9.90% | 31.24%-21.3pp | 34.78%-24.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,658 | $4,147-35.9% | $4,191-36.6% | $4,156-36.1% |
| Participant deferral / active EE | $3,063 | $5,877-47.9% | $5,997-48.9% | $6,407-52.2% |
| Admin fee / account holder | $12,242 | $7,946+54.1% | $7,503+63.2% | $12,270-0.2% |