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 | $35,916 | $76,407-53.0% | $150,298-76.1% | $82,448-56.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.03% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,154 | $2,614-55.9% | $4,154-72.2% | $2,551-54.8% |
| Participant deferral / active EE | $2,931 | $3,214-8.8% | $5,453-46.3% | $4,139-29.2% |
| Admin fee / account holder | $920 | $6,352-85.5% | $14,116-93.5% | $7,234-87.3% |