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 | $31,563 | $86,929-63.7% | $102,423-69.2% | $80,856-61.0% |
| Participation rate | 88.7% | 72.4%+16.4pp | 76.5%+12.2pp | 67.6%+21.1pp |
| Annual return | 8.83% | 18.88%-10.1pp | 29.32%-20.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,142 | $2,369-51.8% | $3,023-62.2% | $2,755-58.5% |
| Participant deferral / active EE | $2,146 | $4,118-47.9% | $5,053-57.5% | $4,296-50.0% |
| Admin fee / account holder | $5,085 | $8,049-36.8% | $9,451-46.2% | $6,918-26.5% |