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 | $30,100 | $80,717-62.7% | $154,803-80.6% | $84,808-64.5% |
| Participation rate | 85.5% | 66.8%+18.7pp | 78.1%+7.4pp | 68.3%+17.2pp |
| Annual return | 10.76% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,481 | $2,761-46.4% | $4,305-65.6% | $2,631-43.7% |
| Participant deferral / active EE | $2,635 | $3,303-20.2% | $5,540-52.4% | $4,212-37.4% |
| Admin fee / account holder | $7,975 | $6,746+18.2% | $14,329-44.3% | $7,344+8.6% |