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 | $33,793 | $77,899-56.6% | $149,673-77.4% | $75,163-55.0% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 10.63% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,404 | $3,137-55.2% | $4,818-70.8% | $2,670-47.4% |
| Participant deferral / active EE | $2,706 | $3,411-20.7% | $5,680-52.4% | $4,125-34.4% |
| Admin fee / account holder | $2,859 | $5,956-52.0% | $13,210-78.4% | $5,651-49.4% |