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 | $32,395 | $64,480-49.8% | $81,382-60.2% | $80,856-59.9% |
| Participation rate | 90.9% | 63.9%+27.0pp | 69.5%+21.4pp | 67.6%+23.3pp |
| Annual return | 9.59% | 16.34%-6.7pp | 24.73%-15.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $931 | $1,978-52.9% | $2,463-62.2% | $2,755-66.2% |
| Participant deferral / active EE | $1,177 | $3,094-62.0% | $3,883-69.7% | $4,296-72.6% |
| Admin fee / account holder | $352 | $5,671-93.8% | $5,768-93.9% | $6,918-94.9% |