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 | $49,340 | $95,803-48.5% | $113,168-56.4% | $84,808-41.8% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.9pp |
| Annual return | 12.22% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,480 | $2,360-37.3% | $2,975-50.2% | $2,631-43.7% |
| Participant deferral / active EE | $2,967 | $4,242-30.1% | $5,107-41.9% | $4,212-29.5% |
| Admin fee / account holder | $3,370 | $8,989-62.5% | $12,068-72.1% | $7,344-54.1% |