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 | $56,807 | $77,503-26.7% | $100,391-43.4% | $80,856-29.7% |
| Participation rate | 70.4% | 76.9%-6.6pp | 81.5%-11.1pp | 67.6%+2.7pp |
| Annual return | 12.04% | 37.20%-25.2pp | 49.20%-37.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $669 | $2,801-76.1% | $3,942-83.0% | $2,755-75.7% |
| Participant deferral / active EE | $4,945 | $6,820-27.5% | $8,082-38.8% | $4,296+15.1% |
| Admin fee / account holder | $33,832 | $5,897+473.7% | $7,899+328.3% | $6,918+389.0% |