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 | $32,115 | $74,927-57.1% | $101,794-68.5% | $84,808-62.1% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.2%+3.5pp | 68.3%+4.4pp |
| Annual return | 10.86% | 18.70%-7.8pp | 30.53%-19.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,685 | $1,522+10.7% | $2,289-26.4% | $2,631-35.9% |
| Participant deferral / active EE | $2,551 | $3,099-17.7% | $4,084-37.5% | $4,212-39.4% |
| Admin fee / account holder | $2,067 | $6,514-68.3% | $8,777-76.4% | $7,344-71.9% |