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 | $33,201 | $80,717-58.9% | $154,803-78.6% | $84,808-60.9% |
| Participation rate | 90.7% | 66.8%+23.9pp | 78.1%+12.6pp | 68.3%+22.4pp |
| Annual return | 8.88% | 37.96%-29.1pp | 58.88%-50.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $876 | $2,761-68.3% | $4,305-79.7% | $2,631-66.7% |
| Participant deferral / active EE | $2,198 | $3,303-33.5% | $5,540-60.3% | $4,212-47.8% |
| Admin fee / account holder | $8,102 | $6,746+20.1% | $14,329-43.5% | $7,344+10.3% |