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 | $59,712 | $91,190-34.5% | $178,490-66.5% | $79,858-25.2% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.1pp |
| Annual return | 3.20% | 24.19%-21.0pp | 151.07%-147.9pp | 31.71%-28.5pp |
| Employer contribution / active EE | $2,581 | $3,256-20.7% | $5,011-48.5% | $2,471+4.4% |
| Participant deferral / active EE | $3,947 | $3,236+22.0% | $5,202-24.1% | $3,740+5.5% |
| Admin fee / account holder | $5,258 | $6,751-22.1% | $13,984-62.4% | $5,306-0.9% |