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 | $41,878 | $72,012-41.8% | $185,823-77.5% | $79,858-47.6% |
| Participation rate | 88.6% | 65.8%+22.8pp | 78.0%+10.5pp | 69.6%+18.9pp |
| Annual return | 9.66% | 23.12%-13.5pp | 35.95%-26.3pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,430 | $1,965-27.2% | $4,087-65.0% | $2,471-42.1% |
| Participant deferral / active EE | $2,461 | $3,779-34.9% | $5,632-56.3% | $3,740-34.2% |
| Admin fee / account holder | $680 | $4,513-84.9% | $9,500-92.8% | $5,306-87.2% |