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 | $37,473 | $71,050-47.3% | $93,606-60.0% | $80,856-53.7% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 9.91% | 11.26%-1.3pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,067 | $1,564-31.7% | $2,420-55.9% | $2,755-61.3% |
| Participant deferral / active EE | $2,402 | $4,034-40.4% | $4,411-45.5% | $4,296-44.1% |
| Admin fee / account holder | $5,350 | $6,945-23.0% | $8,285-35.4% | $6,918-22.7% |