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 | $56,942 | $47,479+19.9% | $62,929-9.5% | $82,448-30.9% |
| Participation rate | 77.8% | 66.9%+10.9pp | 73.1%+4.7pp | 68.1%+9.7pp |
| Annual return | 9.21% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,457 | $2,870+20.4% | $3,888-11.1% | $4,139-16.5% |
| Admin fee / account holder | $5,115 | $3,804+34.5% | $5,065+1.0% | $7,234-29.3% |