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 | $43,120 | $67,606-36.2% | $82,313-47.6% | $70,131-38.5% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.3pp |
| Annual return | 11.97% | 21.57%-9.6pp | 25.88%-13.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,496 | $1,755-14.7% | $2,428-38.4% | $2,342-36.1% |
| Participant deferral / active EE | $2,792 | $2,987-6.5% | $3,706-24.7% | $3,332-16.2% |
| Admin fee / account holder | $6,220 | $4,512+37.9% | $5,608+10.9% | $4,645+33.9% |