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 | $31,477 | $80,717-61.0% | $154,803-79.7% | $84,808-62.9% |
| Participation rate | 78.3% | 66.8%+11.4pp | 78.1%+0.2pp | 68.3%+9.9pp |
| Annual return | 9.05% | 37.96%-28.9pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,591 | $2,761-42.4% | $4,305-63.1% | $2,631-39.5% |
| Participant deferral / active EE | $2,141 | $3,303-35.2% | $5,540-61.4% | $4,212-49.2% |
| Admin fee / account holder | $5,863 | $6,746-13.1% | $14,329-59.1% | $7,344-20.2% |