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 | $29,491 | $72,277-59.2% | $101,248-70.9% | $79,858-63.1% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 3.83% | 22.30%-18.5pp | 46.47%-42.6pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,309 | $2,692-51.4% | $3,660-64.2% | $2,471-47.0% |
| Participant deferral / active EE | $2,304 | $3,282-29.8% | $4,370-47.3% | $3,740-38.4% |
| Admin fee / account holder | $2,816 | $4,400-36.0% | $5,945-52.6% | $5,306-46.9% |