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 | $36,748 | $64,839-43.3% | $95,585-61.6% | $84,808-56.7% |
| Participation rate | 70.4% | 63.8%+6.6pp | 72.1%-1.7pp | 68.3%+2.1pp |
| Annual return | 8.24% | -670.96%+679.2pp | 38.56%-30.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,399 | $1,759-20.5% | $2,527-44.6% | $2,631-46.8% |
| Participant deferral / active EE | $1,707 | $2,965-42.4% | $4,023-57.6% | $4,212-59.5% |
| Admin fee / account holder | $3,636 | $5,964-39.0% | $6,127-40.7% | $7,344-50.5% |