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 | $45,946 | $86,929-47.1% | $102,423-55.1% | $80,856-43.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 7.51% | 18.88%-11.4pp | 29.32%-21.8pp | 35.59%-28.1pp |
| Employer contribution / active EE | $1,307 | $2,369-44.8% | $3,023-56.8% | $2,755-52.5% |
| Participant deferral / active EE | $1,939 | $4,118-52.9% | $5,053-61.6% | $4,296-54.9% |
| Admin fee / account holder | $13,214 | $8,049+64.2% | $9,451+39.8% | $6,918+91.0% |