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 | $36,191 | $72,277-49.9% | $101,248-64.3% | $79,858-54.7% |
| Participation rate | 84.7% | 68.5%+16.3pp | 75.8%+8.9pp | 69.6%+15.1pp |
| Annual return | 5.59% | 22.30%-16.7pp | 46.47%-40.9pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,344 | $2,692-50.1% | $3,660-63.3% | $2,471-45.6% |
| Participant deferral / active EE | $2,858 | $3,282-12.9% | $4,370-34.6% | $3,740-23.6% |
| Admin fee / account holder | $2,768 | $4,400-37.1% | $5,945-53.4% | $5,306-47.8% |