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 | $49,821 | $64,480-22.7% | $81,382-38.8% | $80,856-38.4% |
| Participation rate | 84.2% | 63.9%+20.3pp | 69.5%+14.7pp | 67.6%+16.6pp |
| Annual return | 7.06% | 16.34%-9.3pp | 24.73%-17.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $2,567 | $1,978+29.7% | $2,463+4.2% | $2,755-6.8% |
| Participant deferral / active EE | $4,773 | $3,094+54.3% | $3,883+22.9% | $4,296+11.1% |
| Admin fee / account holder | $23,297 | $5,671+310.8% | $5,768+303.9% | $6,918+236.8% |