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 | $37,408 | $54,762-31.7% | $90,281-58.6% | $72,985-48.7% |
| Participation rate | 88.5% | 65.1%+23.3pp | 73.3%+15.2pp | 69.5%+19.0pp |
| Annual return | 14.15% | 30.63%-16.5pp | 78.10%-63.9pp | 81.00%-66.8pp |
| Employer contribution / active EE | $5,152 | $2,092+146.2% | $2,854+80.5% | $2,440+111.1% |
| Participant deferral / active EE | $8,576 | $2,887+197.1% | $3,885+120.7% | $3,607+137.7% |
| Admin fee / account holder | $25,708 | $3,972+547.2% | $5,351+380.4% | $5,124+401.7% |