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 | $37,993 | $49,227-22.8% | $70,449-46.1% | $79,858-52.4% |
| Participation rate | 78.4% | 69.2%+9.2pp | 75.1%+3.3pp | 69.6%+8.7pp |
| Annual return | 3.04% | 30.06%-27.0pp | 109.03%-106.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $1,100 | $2,099-47.6% | $2,737-59.8% | $2,471-55.5% |
| Participant deferral / active EE | $1,439 | $2,768-48.0% | $3,709-61.2% | $3,740-61.5% |
| Admin fee / account holder | $3,245 | $2,878+12.7% | $3,845-15.6% | $5,306-38.9% |