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 | $49,201 | $80,673-39.0% | $101,326-51.4% | $84,808-42.0% |
| Participation rate | 88.6% | 77.8%+10.8pp | 81.5%+7.1pp | 68.3%+20.3pp |
| Annual return | 11.33% | 38.95%-27.6pp | 36.82%-25.5pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,384 | $2,698-48.7% | $3,665-62.2% | $2,631-47.4% |
| Participant deferral / active EE | $4,113 | $6,840-39.9% | $7,994-48.6% | $4,212-2.3% |
| Admin fee / account holder | $19,974 | $12,784+56.2% | $11,185+78.6% | $7,344+172.0% |