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 | $34,814 | $95,416-63.5% | $185,823-81.3% | $85,850-59.4% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 11.43% | 23.59%-12.2pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,420 | $3,314-57.1% | $5,167-72.5% | $2,565-44.6% |
| Participant deferral / active EE | $3,541 | $3,423+3.4% | $5,568-36.4% | $3,952-10.4% |
| Admin fee / account holder | $8,573 | $7,213+18.9% | $16,237-47.2% | $6,260+37.0% |