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 | $32,016 | $54,762-41.5% | $90,281-64.5% | $72,985-56.1% |
| Participation rate | 86.8% | 65.1%+21.7pp | 73.3%+13.6pp | 69.5%+17.4pp |
| Annual return | 6.02% | 30.63%-24.6pp | 78.10%-72.1pp | 81.00%-75.0pp |
| Employer contribution / active EE | $1,773 | $2,092-15.3% | $2,854-37.9% | $2,440-27.3% |
| Participant deferral / active EE | $3,804 | $2,887+31.8% | $3,885-2.1% | $3,607+5.4% |
| Admin fee / account holder | $3,540 | $3,972-10.9% | $5,351-33.8% | $5,124-30.9% |