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 | $32,642 | $64,121-49.1% | $78,805-58.6% | $116,875-72.1% |
| Participation rate | 92.3% | 71.0%+21.3pp | 73.6%+18.7pp | 74.5%+17.8pp |
| Annual return | 12.92% | 16.32%-3.4pp | -2.71%+15.6pp | 16.29%-3.4pp |
| Employer contribution / active EE | $1,138 | $2,257-49.6% | $4,059-71.9% | $3,288-65.4% |
| Participant deferral / active EE | $1,759 | $2,757-36.2% | $3,584-50.9% | $3,885-54.7% |
| Admin fee / account holder | $894 | $5,745-84.4% | $5,677-84.2% | $12,263-92.7% |