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 | $32,249 | $72,277-55.4% | $101,248-68.1% | $79,858-59.6% |
| Participation rate | 75.4% | 68.5%+6.9pp | 75.8%-0.4pp | 69.6%+5.7pp |
| Annual return | 9.19% | 22.30%-13.1pp | 46.47%-37.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,214 | $3,282-32.5% | $4,370-49.3% | $3,740-40.8% |
| Admin fee / account holder | $6,338 | $4,400+44.0% | $5,945+6.6% | $5,306+19.4% |