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 | $38,014 | $79,944-52.4% | $98,439-61.4% | $75,163-49.4% |
| Participation rate | 81.8% | 70.4%+11.4pp | 75.2%+6.7pp | 67.2%+14.6pp |
| Annual return | 11.69% | 19.75%-8.1pp | 21.16%-9.5pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,064 | $2,264-53.0% | $3,048-65.1% | $2,670-60.2% |
| Participant deferral / active EE | $1,979 | $3,752-47.3% | $4,738-58.2% | $4,125-52.0% |
| Admin fee / account holder | $2,974 | $6,840-56.5% | $8,948-66.8% | $5,651-47.4% |