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 | $39,965 | $72,277-44.7% | $101,248-60.5% | $79,858-50.0% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 6.88% | 22.30%-15.4pp | 46.47%-39.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $4,541 | $2,692+68.7% | $3,660+24.1% | $2,471+83.8% |
| Participant deferral / active EE | $2,197 | $3,282-33.1% | $4,370-49.7% | $3,740-41.3% |
| Admin fee / account holder | $11,839 | $4,400+169.1% | $5,945+99.1% | $5,306+123.1% |