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 | $34,979 | $71,050-50.8% | $93,606-62.6% | $80,856-56.7% |
| Participation rate | 83.7% | 60.4%+23.3pp | 68.7%+15.0pp | 67.6%+16.0pp |
| Annual return | 9.77% | 11.26%-1.5pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,224 | $1,564-21.7% | $2,420-49.4% | $2,755-55.6% |
| Participant deferral / active EE | $2,130 | $4,034-47.2% | $4,411-51.7% | $4,296-50.4% |
| Admin fee / account holder | $4,266 | $6,945-38.6% | $8,285-48.5% | $6,918-38.3% |