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 | $36,019 | $71,050-49.3% | $93,606-61.5% | $80,856-55.5% |
| Participation rate | 73.1% | 60.4%+12.7pp | 68.7%+4.4pp | 67.6%+5.4pp |
| Annual return | 9.75% | 11.26%-1.5pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,209 | $1,564-22.7% | $2,420-50.0% | $2,755-56.1% |
| Participant deferral / active EE | $1,651 | $4,034-59.1% | $4,411-62.6% | $4,296-61.6% |
| Admin fee / account holder | $4,002 | $6,945-42.4% | $8,285-51.7% | $6,918-42.2% |