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 | $76,407-76.4% | $150,298-88.0% | $82,448-78.2% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 10.60% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,086 | $2,614-58.4% | $4,154-73.9% | $2,551-57.4% |
| Participant deferral / active EE | $1,044 | $3,214-67.5% | $5,453-80.9% | $4,139-74.8% |
| Admin fee / account holder | $2,015 | $6,352-68.3% | $14,116-85.7% | $7,234-72.1% |