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 | $33,213 | $80,717-58.9% | $154,803-78.5% | $84,808-60.8% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.1pp | 68.3%+24.9pp |
| Annual return | 9.81% | 37.96%-28.1pp | 58.88%-49.1pp | 40.90%-31.1pp |
| Employer contribution / active EE | $779 | $2,761-71.8% | $4,305-81.9% | $2,631-70.4% |
| Participant deferral / active EE | $2,218 | $3,303-32.9% | $5,540-60.0% | $4,212-47.3% |
| Admin fee / account holder | $8,326 | $6,746+23.4% | $14,329-41.9% | $7,344+13.4% |