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 | $32,335 | $89,355-63.8% | $141,162-77.1% | $72,985-55.7% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.3pp | 69.5%+8.6pp |
| Annual return | 9.51% | 111.85%-102.3pp | 71.39%-61.9pp | 81.00%-71.5pp |
| Employer contribution / active EE | $1,243 | $3,114-60.1% | $4,735-73.8% | $2,440-49.1% |
| Participant deferral / active EE | $2,394 | $5,418-55.8% | $6,709-64.3% | $3,607-33.6% |
| Admin fee / account holder | $1,645 | $5,958-72.4% | $10,261-84.0% | $5,124-67.9% |