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 | $32,440 | $89,355-63.7% | $141,162-77.0% | $72,985-55.6% |
| Participation rate | 77.5% | 75.1%+2.4pp | 82.5%-5.0pp | 69.5%+8.0pp |
| Annual return | 17.45% | 111.85%-94.4pp | 71.39%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $2,175 | $3,114-30.2% | $4,735-54.1% | $2,440-10.9% |
| Participant deferral / active EE | $3,541 | $5,418-34.6% | $6,709-47.2% | $3,607-1.8% |
| Admin fee / account holder | $3,546 | $5,958-40.5% | $10,261-65.4% | $5,124-30.8% |