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 | $32,417 | $80,717-59.8% | $154,803-79.1% | $84,808-61.8% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 12.23% | 37.96%-25.7pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,595 | $2,761-42.3% | $4,305-63.0% | $2,631-39.4% |
| Participant deferral / active EE | $2,313 | $3,303-30.0% | $5,540-58.3% | $4,212-45.1% |
| Admin fee / account holder | $11,885 | $6,746+76.2% | $14,329-17.1% | $7,344+61.8% |