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 | $27,470 | $77,634-64.6% | $156,549-82.5% | $62,891-56.3% |
| Participation rate | 81.0% | 71.2%+9.8pp | 84.0%-3.1pp | 69.3%+11.6pp |
| Annual return | 3.68% | 50.32%-46.6pp | 32.23%-28.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,184 | $3,444-65.6% | $5,501-78.5% | $2,281-48.1% |
| Participant deferral / active EE | $2,635 | $3,045-13.5% | $4,871-45.9% | $3,203-17.7% |
| Admin fee / account holder | $7,939 | $5,561+42.8% | $13,027-39.1% | $4,296+84.8% |