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 | $39,137 | $76,407-48.8% | $150,298-74.0% | $82,448-52.5% |
| Participation rate | 79.1% | 66.4%+12.7pp | 77.8%+1.3pp | 68.1%+11.0pp |
| Annual return | 12.24% | 39.99%-27.8pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $595 | $2,614-77.2% | $4,154-85.7% | $2,551-76.7% |
| Participant deferral / active EE | $2,142 | $3,214-33.4% | $5,453-60.7% | $4,139-48.3% |
| Admin fee / account holder | $1,358 | $6,352-78.6% | $14,116-90.4% | $7,234-81.2% |