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 | $40,331 | $51,175-21.2% | $70,515-42.8% | $75,163-46.3% |
| Participation rate | 72.0% | 60.9%+11.1pp | 68.3%+3.7pp | 67.2%+4.8pp |
| Annual return | 12.16% | 30.02%-17.9pp | 32.77%-20.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,401 | $1,826-23.3% | $2,973-52.9% | $2,670-47.5% |
| Participant deferral / active EE | $2,668 | $2,849-6.4% | $4,567-41.6% | $4,125-35.3% |
| Admin fee / account holder | $5,815 | $4,091+42.2% | $6,412-9.3% | $5,651+2.9% |