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 | $35,814 | $81,233-55.9% | $155,567-77.0% | $80,874-55.7% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 9.42% | 33.33%-23.9pp | 64.74%-55.3pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,311 | $3,101-57.7% | $4,674-72.0% | $2,756-52.4% |
| Participant deferral / active EE | $3,580 | $3,452+3.7% | $5,628-36.4% | $4,297-16.7% |
| Admin fee / account holder | $21,076 | $7,998+163.5% | $15,916+32.4% | $6,935+203.9% |