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 | $45,245 | $109,359-58.6% | $162,163-72.1% | $72,985-38.0% |
| Participation rate | 97.7% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.2pp |
| Annual return | 16.38% | 25.46%-9.1pp | 115.59%-99.2pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,499 | $3,907-36.1% | $5,614-55.5% | $2,440+2.4% |
| Participant deferral / active EE | $3,676 | $5,481-32.9% | $7,298-49.6% | $3,607+1.9% |
| Admin fee / account holder | $7,602 | $7,972-4.6% | $10,843-29.9% | $5,124+48.3% |