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 | $42,674 | $69,515-38.6% | $86,874-50.9% | $85,850-50.3% |
| Participation rate | 71.4% | 66.3%+5.1pp | 71.6%-0.2pp | 69.3%+2.1pp |
| Annual return | 8.30% | 20.12%-11.8pp | 63.52%-55.2pp | 318.53%-310.2pp |
| Employer contribution / active EE | $1,108 | $1,880-41.1% | $2,495-55.6% | $2,565-56.8% |
| Participant deferral / active EE | $1,512 | $2,919-48.2% | $3,699-59.1% | $3,952-61.7% |
| Admin fee / account holder | $7,464 | $5,972+25.0% | $5,828+28.1% | $6,260+19.2% |