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 | $32,062 | $56,054-42.8% | $171,082-81.3% | $62,891-49.0% |
| Participation rate | 90.6% | 62.9%+27.8pp | 76.7%+13.9pp | 69.3%+21.3pp |
| Annual return | 2.60% | 22.52%-19.9pp | 32.56%-30.0pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,149 | $1,731-33.6% | $4,002-71.3% | $2,281-49.6% |
| Participant deferral / active EE | $2,260 | $3,158-28.4% | $4,797-52.9% | $3,203-29.4% |
| Admin fee / account holder | $2,722 | $3,647-25.4% | $8,520-68.0% | $4,296-36.6% |