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 | $28,834 | $80,717-64.3% | $154,803-81.4% | $84,808-66.0% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 11.02% | 37.96%-26.9pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,877 | $2,761-32.0% | $4,305-56.4% | $2,631-28.7% |
| Participant deferral / active EE | $3,896 | $3,303+17.9% | $5,540-29.7% | $4,212-7.5% |
| Admin fee / account holder | $15,264 | $6,746+126.3% | $14,329+6.5% | $7,344+107.9% |