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 | $41,072 | $95,416-57.0% | $185,823-77.9% | $85,850-52.2% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 11.43% | 23.59%-12.2pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,433 | $3,314-26.6% | $5,167-52.9% | $2,565-5.2% |
| Participant deferral / active EE | $4,374 | $3,423+27.8% | $5,568-21.4% | $3,952+10.7% |
| Admin fee / account holder | $5,597 | $7,213-22.4% | $16,237-65.5% | $6,260-10.6% |