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 | $37,255 | $51,175-27.2% | $70,515-47.2% | $75,163-50.4% |
| Participation rate | 85.0% | 60.9%+24.1pp | 68.3%+16.7pp | 67.2%+17.8pp |
| Annual return | 11.84% | 30.02%-18.2pp | 32.77%-20.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,155 | $1,826-36.7% | $2,973-61.1% | $2,670-56.7% |
| Participant deferral / active EE | $2,494 | $2,849-12.5% | $4,567-45.4% | $4,125-39.5% |
| Admin fee / account holder | $4,130 | $4,091+1.0% | $6,412-35.6% | $5,651-26.9% |