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 | $33,690 | $80,717-58.3% | $154,803-78.2% | $84,808-60.3% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.1pp | 68.3%+20.9pp |
| Annual return | 11.60% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,375 | $2,761-14.0% | $4,305-44.8% | $2,631-9.7% |
| Participant deferral / active EE | $1,315 | $3,303-60.2% | $5,540-76.3% | $4,212-68.8% |
| Admin fee / account holder | $10,672 | $6,746+58.2% | $14,329-25.5% | $7,344+45.3% |