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 | $46,921 | $60,022-21.8% | $88,946-47.2% | $84,808-44.7% |
| Participation rate | 96.3% | 57.8%+38.5pp | 68.8%+27.4pp | 68.3%+28.0pp |
| Annual return | 5.99% | 22.43%-16.4pp | 57.82%-51.8pp | 40.90%-34.9pp |
| Employer contribution / active EE | $1,484 | $1,703-12.8% | $2,555-41.9% | $2,631-43.6% |
| Participant deferral / active EE | $3,296 | $3,114+5.9% | $4,581-28.1% | $4,212-21.7% |
| Admin fee / account holder | $3,006 | $4,811-37.5% | $8,261-63.6% | $7,344-59.1% |