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 | $34,070 | $81,248-58.1% | $155,509-78.1% | $80,856-57.9% |
| Participation rate | 84.1% | 66.2%+17.9pp | 78.2%+5.9pp | 67.6%+16.5pp |
| Annual return | 8.60% | 33.31%-24.7pp | 64.67%-56.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $873 | $3,100-71.9% | $4,672-81.3% | $2,755-68.3% |
| Participant deferral / active EE | $3,470 | $3,452+0.5% | $5,626-38.3% | $4,296-19.2% |
| Admin fee / account holder | $15,817 | $7,997+97.8% | $15,912-0.6% | $6,918+128.6% |