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 | $54,589 | $76,367-28.5% | $93,606-41.7% | $72,985-25.2% |
| Participation rate | 98.2% | 71.7%+26.4pp | 75.8%+22.4pp | 69.5%+28.7pp |
| Annual return | 10.66% | 25.82%-15.2pp | 32.76%-22.1pp | 81.00%-70.3pp |
| Employer contribution / active EE | $1,576 | $2,275-30.7% | $2,718-42.0% | $2,440-35.4% |
| Participant deferral / active EE | $1,343 | $3,538-62.0% | $4,069-67.0% | $3,607-62.8% |
| Admin fee / account holder | $2,643 | $6,838-61.4% | $7,888-66.5% | $5,124-48.4% |