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 | $40,326 | $54,762-26.4% | $90,281-55.3% | $72,985-44.7% |
| Participation rate | 76.6% | 65.1%+11.5pp | 73.3%+3.4pp | 69.5%+7.1pp |
| Annual return | 6.99% | 30.63%-23.6pp | 78.10%-71.1pp | 81.00%-74.0pp |
| Employer contribution / active EE | $1,450 | $2,092-30.7% | $2,854-49.2% | $2,440-40.6% |
| Participant deferral / active EE | $2,950 | $2,887+2.2% | $3,885-24.1% | $3,607-18.2% |
| Admin fee / account holder | $13,013 | $3,972+227.6% | $5,351+143.2% | $5,124+153.9% |