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 | $39,038 | $63,355-38.4% | $91,989-57.6% | $72,985-46.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 17.59% | 35.35%-17.8pp | 69.02%-51.4pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,673 | $2,116-20.9% | $3,452-51.5% | $2,440-31.4% |
| Participant deferral / active EE | $2,521 | $4,883-48.4% | $5,923-57.4% | $3,607-30.1% |
| Admin fee / account holder | $1,697 | $4,668-63.6% | $7,743-78.1% | $5,124-66.9% |