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 | $41,190 | $83,477-50.7% | $125,175-67.1% | $72,985-43.6% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.5%+20.2pp |
| Annual return | 4.72% | 25.78%-21.1pp | 43.79%-39.1pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,206 | $2,345-5.9% | $3,865-42.9% | $2,440-9.6% |
| Participant deferral / active EE | $1,729 | $3,585-51.8% | $4,937-65.0% | $3,607-52.1% |
| Admin fee / account holder | $1,951 | $5,517-64.6% | $9,702-79.9% | $5,124-61.9% |