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 | $31,470 | $80,717-61.0% | $154,803-79.7% | $84,808-62.9% |
| Participation rate | 90.7% | 66.8%+23.9pp | 78.1%+12.6pp | 68.3%+22.4pp |
| Annual return | 9.23% | 37.96%-28.7pp | 58.88%-49.6pp | 40.90%-31.7pp |
| Employer contribution / active EE | $2,099 | $2,761-24.0% | $4,305-51.2% | $2,631-20.2% |
| Participant deferral / active EE | $5,260 | $3,303+59.3% | $5,540-5.1% | $4,212+24.9% |
| Admin fee / account holder | $32,437 | $6,746+380.9% | $14,329+126.4% | $7,344+341.7% |