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 | $76,407-57.6% | $150,298-78.4% | $82,448-60.7% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 12.23% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,595 | $2,614-39.0% | $4,154-61.6% | $2,551-37.5% |
| Participant deferral / active EE | $2,313 | $3,214-28.0% | $5,453-57.6% | $4,139-44.1% |
| Admin fee / account holder | $11,885 | $6,352+87.1% | $14,116-15.8% | $7,234+64.3% |