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 | $37,000 | $81,248-54.5% | $155,509-76.2% | $80,856-54.2% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 9.10% | 33.31%-24.2pp | 64.67%-55.6pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,858 | $3,100-40.1% | $4,672-60.2% | $2,755-32.6% |
| Participant deferral / active EE | $2,054 | $3,452-40.5% | $5,626-63.5% | $4,296-52.2% |
| Admin fee / account holder | $7,307 | $7,997-8.6% | $15,912-54.1% | $6,918+5.6% |