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 | $57,542 | $86,929-33.8% | $102,423-43.8% | $80,856-28.8% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.6%+14.7pp |
| Annual return | 10.04% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,561 | $2,369-34.1% | $3,023-48.4% | $2,755-43.3% |
| Participant deferral / active EE | $2,755 | $4,118-33.1% | $5,053-45.5% | $4,296-35.9% |
| Admin fee / account holder | $11,309 | $8,049+40.5% | $9,451+19.7% | $6,918+63.5% |