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 | $35,870 | $81,248-55.9% | $155,509-76.9% | $80,856-55.6% |
| Participation rate | 98.1% | 66.2%+31.9pp | 78.2%+19.9pp | 67.6%+30.5pp |
| Annual return | 8.21% | 33.31%-25.1pp | 64.67%-56.5pp | 35.59%-27.4pp |
| Employer contribution / active EE | $400 | $3,100-87.1% | $4,672-91.4% | $2,755-85.5% |
| Participant deferral / active EE | $1,688 | $3,452-51.1% | $5,626-70.0% | $4,296-60.7% |
| Admin fee / account holder | $7,286 | $7,997-8.9% | $15,912-54.2% | $6,918+5.3% |