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 | $47,271 | $80,717-41.4% | $154,803-69.5% | $84,808-44.3% |
| Participation rate | 78.9% | 66.8%+12.1pp | 78.1%+0.9pp | 68.3%+10.6pp |
| Annual return | 11.88% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,985 | $2,761-28.1% | $4,305-53.9% | $2,631-24.5% |
| Participant deferral / active EE | $1,103 | $3,303-66.6% | $5,540-80.1% | $4,212-73.8% |
| Admin fee / account holder | $1,981 | $6,746-70.6% | $14,329-86.2% | $7,344-73.0% |