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 | $34,917 | $77,899-55.2% | $149,673-76.7% | $75,163-53.5% |
| Participation rate | 75.5% | 65.6%+10.0pp | 78.8%-3.2pp | 67.2%+8.3pp |
| Annual return | 12.30% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,628 | $3,137-48.1% | $4,818-66.2% | $2,670-39.0% |
| Participant deferral / active EE | $3,078 | $3,411-9.8% | $5,680-45.8% | $4,125-25.4% |
| Admin fee / account holder | $14,729 | $5,956+147.3% | $13,210+11.5% | $5,651+160.6% |