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 | $25,996 | $64,480-59.7% | $81,382-68.1% | $80,856-67.8% |
| Participation rate | 97.3% | 63.9%+33.4pp | 69.5%+27.8pp | 67.6%+29.7pp |
| Annual return | 9.24% | 16.34%-7.1pp | 24.73%-15.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,310 | $1,978-33.8% | $2,463-46.8% | $2,755-52.4% |
| Participant deferral / active EE | $1,192 | $3,094-61.5% | $3,883-69.3% | $4,296-72.2% |
| Admin fee / account holder | $5,106 | $5,671-10.0% | $5,768-11.5% | $6,918-26.2% |