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 | $39,614 | $51,175-22.6% | $70,515-43.8% | $75,163-47.3% |
| Participation rate | 74.7% | 60.9%+13.8pp | 68.3%+6.4pp | 67.2%+7.5pp |
| Annual return | 9.92% | 30.02%-20.1pp | 32.77%-22.9pp | 160.62%-150.7pp |
| Employer contribution / active EE | $907 | $1,826-50.3% | $2,973-69.5% | $2,670-66.0% |
| Participant deferral / active EE | $1,544 | $2,849-45.8% | $4,567-66.2% | $4,125-62.6% |
| Admin fee / account holder | $1,700 | $4,091-58.4% | $6,412-73.5% | $5,651-69.9% |