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 | $76,407-62.3% | $150,298-80.8% | $82,448-65.0% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.3pp | 68.1%+28.9pp |
| Annual return | 11.02% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,877 | $2,614-28.2% | $4,154-54.8% | $2,551-26.4% |
| Participant deferral / active EE | $3,896 | $3,214+21.2% | $5,453-28.5% | $4,139-5.9% |
| Admin fee / account holder | $15,264 | $6,352+140.3% | $14,116+8.1% | $7,234+111.0% |