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 | $34,840 | $80,717-56.8% | $154,803-77.5% | $84,808-58.9% |
| Participation rate | 89.0% | 66.8%+22.2pp | 78.1%+11.0pp | 68.3%+20.7pp |
| Annual return | 11.36% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,650 | $2,761-4.0% | $4,305-38.4% | $2,631+0.7% |
| Participant deferral / active EE | $3,425 | $3,303+3.7% | $5,540-38.2% | $4,212-18.7% |
| Admin fee / account holder | $1,056 | $6,746-84.3% | $14,329-92.6% | $7,344-85.6% |