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 | $61,901 | $87,733-29.4% | $106,548-41.9% | $85,850-27.9% |
| Participation rate | 90.6% | 71.9%+18.7pp | 76.1%+14.5pp | 69.3%+21.3pp |
| Annual return | 10.64% | 21.86%-11.2pp | 26.80%-16.2pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,999 | $2,073+44.7% | $2,819+6.4% | $2,565+16.9% |
| Participant deferral / active EE | $3,324 | $3,469-4.2% | $4,398-24.4% | $3,952-15.9% |
| Admin fee / account holder | $13,462 | $6,767+98.9% | $7,407+81.7% | $6,260+115.1% |