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 | $46,708 | $80,673-42.1% | $101,326-53.9% | $84,808-44.9% |
| Participation rate | 95.5% | 77.8%+17.7pp | 81.5%+14.0pp | 68.3%+27.1pp |
| Annual return | 11.92% | 38.95%-27.0pp | 36.82%-24.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,778 | $2,698-34.1% | $3,665-51.5% | $2,631-32.4% |
| Participant deferral / active EE | $6,858 | $6,840+0.3% | $7,994-14.2% | $4,212+62.8% |
| Admin fee / account holder | $5,748 | $12,784-55.0% | $11,185-48.6% | $7,344-21.7% |