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 | $35,560 | $86,929-59.1% | $102,423-65.3% | $80,856-56.0% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.6%+2.7pp |
| Annual return | 7.57% | 18.88%-11.3pp | 29.32%-21.8pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,064 | $2,369-55.1% | $3,023-64.8% | $2,755-61.4% |
| Participant deferral / active EE | $1,970 | $4,118-52.2% | $5,053-61.0% | $4,296-54.1% |
| Admin fee / account holder | $4,798 | $8,049-40.4% | $9,451-49.2% | $6,918-30.6% |