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 | $36,944 | $86,929-57.5% | $102,423-63.9% | $80,856-54.3% |
| Participation rate | 86.3% | 72.4%+13.9pp | 76.5%+9.8pp | 67.6%+18.7pp |
| Annual return | 8.33% | 18.88%-10.6pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,353 | $2,369-42.9% | $3,023-55.2% | $2,755-50.9% |
| Participant deferral / active EE | $3,667 | $4,118-11.0% | $5,053-27.4% | $4,296-14.6% |
| Admin fee / account holder | $9,776 | $8,049+21.5% | $9,451+3.4% | $6,918+41.3% |