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 | $39,091 | $58,523-33.2% | $99,443-60.7% | $72,985-46.4% |
| Participation rate | 96.0% | 64.6%+31.4pp | 73.8%+22.2pp | 69.5%+26.5pp |
| Annual return | 15.61% | 28.51%-12.9pp | 30.72%-15.1pp | 81.00%-65.4pp |
| Employer contribution / active EE | $1,959 | $1,512+29.5% | $2,540-22.9% | $2,440-19.7% |
| Participant deferral / active EE | $5,436 | $2,606+108.6% | $3,619+50.2% | $3,607+50.7% |
| Admin fee / account holder | $1,363 | $4,102-66.8% | $6,250-78.2% | $5,124-73.4% |