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 | $40,800 | $78,926-48.3% | $136,749-70.2% | $84,808-51.9% |
| Participation rate | 77.8% | 62.2%+15.6pp | 72.1%+5.6pp | 68.3%+9.5pp |
| Annual return | 10.38% | 18.17%-7.8pp | 24.33%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $967 | $2,134-54.7% | $3,400-71.6% | $2,631-63.3% |
| Participant deferral / active EE | $2,435 | $3,168-23.1% | $4,692-48.1% | $4,212-42.2% |
| Admin fee / account holder | $932 | $6,369-85.4% | $11,386-91.8% | $7,344-87.3% |