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 | $41,603 | $80,717-48.5% | $154,803-73.1% | $84,808-50.9% |
| Participation rate | 79.2% | 66.8%+12.4pp | 78.1%+1.1pp | 68.3%+10.9pp |
| Annual return | 11.01% | 37.96%-26.9pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,004 | $2,761-27.4% | $4,305-53.5% | $2,631-23.8% |
| Participant deferral / active EE | $3,881 | $3,303+17.5% | $5,540-30.0% | $4,212-7.9% |
| Admin fee / account holder | $1,743 | $6,746-74.2% | $14,329-87.8% | $7,344-76.3% |