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 | $41,672 | $80,717-48.4% | $154,803-73.1% | $84,808-50.9% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 7.33% | 37.96%-30.6pp | 58.88%-51.5pp | 40.90%-33.6pp |
| Employer contribution / active EE | $1,704 | $2,761-38.3% | $4,305-60.4% | $2,631-35.2% |
| Participant deferral / active EE | $3,197 | $3,303-3.2% | $5,540-42.3% | $4,212-24.1% |
| Admin fee / account holder | $2,484 | $6,746-63.2% | $14,329-82.7% | $7,344-66.2% |