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 | $36,115 | $74,927-51.8% | $101,794-64.5% | $84,808-57.4% |
| Participation rate | 86.1% | 61.4%+24.7pp | 69.2%+16.9pp | 68.3%+17.8pp |
| Annual return | 12.16% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,045 | $1,522-31.3% | $2,289-54.4% | $2,631-60.3% |
| Participant deferral / active EE | $1,778 | $3,099-42.6% | $4,084-56.5% | $4,212-57.8% |
| Admin fee / account holder | $30,505 | $6,514+368.3% | $8,777+247.6% | $7,344+315.4% |