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 | $26,397 | $77,314-65.9% | $177,989-85.2% | $80,856-67.4% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.6%+12.4pp |
| Annual return | 4.75% | 18.09%-13.3pp | 294.48%-289.7pp | 35.59%-30.8pp |
| Employer contribution / active EE | $576 | $2,292-74.9% | $3,949-85.4% | $2,755-79.1% |
| Participant deferral / active EE | $2,129 | $4,411-51.7% | $6,276-66.1% | $4,296-50.4% |
| Admin fee / account holder | $4,460 | $7,191-38.0% | $10,363-57.0% | $6,918-35.5% |