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 | $12,846 | $59,101-78.3% | $77,163-83.4% | $75,163-82.9% |
| Participation rate | 87.2% | 63.9%+23.4pp | 69.6%+17.7pp | 67.2%+20.0pp |
| Annual return | 12.11% | 26.71%-14.6pp | 37.87%-25.8pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,323 | $1,995-33.7% | $2,535-47.8% | $2,670-50.5% |
| Participant deferral / active EE | $2,225 | $2,999-25.8% | $3,833-42.0% | $4,125-46.1% |
| Admin fee / account holder | $4,669 | $4,774-2.2% | $5,472-14.7% | $5,651-17.4% |