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 | $22,226 | $81,248-72.6% | $155,509-85.7% | $80,856-72.5% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 9.92% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,547 | $3,100-50.1% | $4,672-66.9% | $2,755-43.9% |
| Participant deferral / active EE | $2,122 | $3,452-38.5% | $5,626-62.3% | $4,296-50.6% |
| Admin fee / account holder | $4,638 | $7,997-42.0% | $15,912-70.9% | $6,918-33.0% |