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 | $33,122 | $65,041-49.1% | $90,951-63.6% | $79,858-58.5% |
| Participation rate | 82.1% | 61.6%+20.5pp | 69.0%+13.1pp | 69.6%+12.5pp |
| Annual return | 6.33% | 30.45%-24.1pp | 134.60%-128.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,173 | $1,247-5.9% | $2,122-44.7% | $2,471-52.5% |
| Participant deferral / active EE | $3,297 | $2,512+31.2% | $3,373-2.3% | $3,740-11.9% |
| Admin fee / account holder | $19,327 | $4,536+326.1% | $5,959+224.4% | $5,306+264.2% |