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 | $38,100 | $59,839-36.3% | $81,983-53.5% | $79,858-52.3% |
| Participation rate | 72.9% | 61.6%+11.3pp | 69.2%+3.7pp | 69.6%+3.3pp |
| Annual return | 8.60% | 17.56%-9.0pp | 41.31%-32.7pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,290 | $1,713-24.7% | $2,498-48.3% | $2,471-47.8% |
| Participant deferral / active EE | $2,571 | $2,695-4.6% | $3,722-30.9% | $3,740-31.3% |
| Admin fee / account holder | $1,670 | $4,287-61.0% | $5,664-70.5% | $5,306-68.5% |