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 | $35,769 | $77,634-53.9% | $156,549-77.2% | $62,891-43.1% |
| Participation rate | 86.8% | 71.2%+15.6pp | 84.0%+2.8pp | 69.3%+17.5pp |
| Annual return | 2.21% | 50.32%-48.1pp | 32.23%-30.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,651 | $3,444-52.1% | $5,501-70.0% | $2,281-27.6% |
| Participant deferral / active EE | $1,365 | $3,045-55.2% | $4,871-72.0% | $3,203-57.4% |
| Admin fee / account holder | $791 | $5,561-85.8% | $13,027-93.9% | $4,296-81.6% |