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 | $18,013 | $80,717-77.7% | $154,803-88.4% | $84,808-78.8% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 10.60% | 37.96%-27.4pp | 58.88%-48.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,086 | $2,761-60.7% | $4,305-74.8% | $2,631-58.7% |
| Participant deferral / active EE | $1,044 | $3,303-68.4% | $5,540-81.2% | $4,212-75.2% |
| Admin fee / account holder | $2,015 | $6,746-70.1% | $14,329-85.9% | $7,344-72.6% |