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 | $21,636 | $80,717-73.2% | $154,803-86.0% | $84,808-74.5% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 9.28% | 37.96%-28.7pp | 58.88%-49.6pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,418 | $2,761-48.7% | $4,305-67.1% | $2,631-46.1% |
| Participant deferral / active EE | $3,609 | $3,303+9.2% | $5,540-34.9% | $4,212-14.3% |
| Admin fee / account holder | $2,643 | $6,746-60.8% | $14,329-81.6% | $7,344-64.0% |