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 | $40,623 | $56,054-27.5% | $171,082-76.3% | $62,891-35.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 4.07% | 22.52%-18.4pp | 32.56%-28.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,220 | $1,731-29.6% | $4,002-69.5% | $2,281-46.5% |
| Participant deferral / active EE | $2,514 | $3,158-20.4% | $4,797-47.6% | $3,203-21.5% |
| Admin fee / account holder | $975 | $3,647-73.3% | $8,520-88.6% | $4,296-77.3% |