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 | $41,260 | $70,428-41.4% | $96,562-57.3% | $85,850-51.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.24% | 18.59%-9.3pp | 37.78%-28.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $498 | $1,413-64.8% | $2,356-78.9% | $2,565-80.6% |
| Participant deferral / active EE | $3,063 | $2,894+5.9% | $3,849-20.4% | $3,952-22.5% |
| Admin fee / account holder | $3,383 | $4,997-32.3% | $6,181-45.3% | $6,260-46.0% |