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 | $44,196 | $57,541-23.2% | $95,745-53.8% | $75,163-41.2% |
| Participation rate | 74.4% | 62.5%+11.8pp | 72.3%+2.1pp | 67.2%+7.2pp |
| Annual return | 12.17% | 34.93%-22.8pp | 28.35%-16.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,406 | $1,808-22.2% | $2,835-50.4% | $2,670-47.3% |
| Participant deferral / active EE | $4,106 | $3,074+33.6% | $4,245-3.3% | $4,125-0.5% |
| Admin fee / account holder | $10,977 | $4,099+167.8% | $5,678+93.3% | $5,651+94.2% |