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 | $45,754 | $81,233-43.7% | $155,567-70.6% | $80,874-43.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.45% | 33.33%-24.9pp | 64.74%-56.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $1,030 | $3,101-66.8% | $4,674-78.0% | $2,756-62.6% |
| Participant deferral / active EE | $1,552 | $3,452-55.0% | $5,628-72.4% | $4,297-63.9% |
| Admin fee / account holder | $1,123 | $7,998-86.0% | $15,916-92.9% | $6,935-83.8% |