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 | $43,898 | $54,762-19.8% | $90,281-51.4% | $72,985-39.9% |
| Participation rate | 93.1% | 65.1%+28.0pp | 73.3%+19.8pp | 69.5%+23.6pp |
| Annual return | 5.81% | 30.63%-24.8pp | 78.10%-72.3pp | 81.00%-75.2pp |
| Employer contribution / active EE | $1,276 | $2,092-39.0% | $2,854-55.3% | $2,440-47.7% |
| Participant deferral / active EE | $3,886 | $2,887+34.6% | $3,8850% | $3,607+7.7% |
| Admin fee / account holder | $562 | $3,972-85.8% | $5,351-89.5% | $5,124-89.0% |