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 | $35,726 | $80,717-55.7% | $154,803-76.9% | $84,808-57.9% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 12.85% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,410 | $2,761-48.9% | $4,305-67.3% | $2,631-46.4% |
| Participant deferral / active EE | $1,930 | $3,303-41.6% | $5,540-65.2% | $4,212-54.2% |
| Admin fee / account holder | $3,015 | $6,746-55.3% | $14,329-79.0% | $7,344-58.9% |