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 | $29,702 | $59,839-50.4% | $81,983-63.8% | $79,858-62.8% |
| Participation rate | 74.0% | 61.6%+12.4pp | 69.2%+4.8pp | 69.6%+4.4pp |
| Annual return | 9.23% | 17.56%-8.3pp | 41.31%-32.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,372 | $1,713-19.9% | $2,498-45.1% | $2,471-44.5% |
| Participant deferral / active EE | $1,736 | $2,695-35.6% | $3,722-53.4% | $3,740-53.6% |
| Admin fee / account holder | $7,900 | $4,287+84.3% | $5,664+39.5% | $5,306+48.9% |