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 | $45,890 | $109,881-58.2% | $150,045-69.4% | $84,808-45.9% |
| Participation rate | 75.5% | 76.1%-0.6pp | 82.3%-6.8pp | 68.3%+7.2pp |
| Annual return | 4.88% | 28.25%-23.4pp | 62.55%-57.7pp | 40.90%-36.0pp |
| Employer contribution / active EE | $1,556 | $3,561-56.3% | $4,693-66.8% | $2,631-40.8% |
| Participant deferral / active EE | $6,017 | $6,636-9.3% | $7,997-24.8% | $4,212+42.9% |
| Admin fee / account holder | $1,316 | $8,568-84.6% | $13,435-90.2% | $7,344-82.1% |