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 | $36,830 | $68,719-46.4% | $91,541-59.8% | $84,808-56.6% |
| Participation rate | 86.4% | 64.5%+21.9pp | 69.8%+16.7pp | 68.3%+18.1pp |
| Annual return | 10.89% | 19.12%-8.2pp | 20.50%-9.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $977 | $1,920-49.1% | $2,505-61.0% | $2,631-62.9% |
| Participant deferral / active EE | $1,183 | $3,136-62.3% | $4,008-70.5% | $4,212-71.9% |
| Admin fee / account holder | $638 | $5,786-89.0% | $6,956-90.8% | $7,344-91.3% |