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 | $45,703 | $77,899-41.3% | $149,673-69.5% | $75,163-39.2% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 10.64% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,417 | $3,137-54.9% | $4,818-70.6% | $2,670-46.9% |
| Participant deferral / active EE | $3,403 | $3,411-0.2% | $5,680-40.1% | $4,125-17.5% |
| Admin fee / account holder | $4,599 | $5,956-22.8% | $13,210-65.2% | $5,651-18.6% |