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 | $32,167 | $61,605-47.8% | $112,229-71.3% | $75,163-57.2% |
| Participation rate | 87.5% | 61.7%+25.8pp | 72.4%+15.1pp | 67.2%+20.3pp |
| Annual return | 6.97% | 28.47%-21.5pp | 30.20%-23.2pp | 160.62%-153.6pp |
| Employer contribution / active EE | $1,868 | $2,015-7.3% | $3,430-45.5% | $2,670-30.0% |
| Participant deferral / active EE | $1,619 | $3,108-47.9% | $4,798-66.3% | $4,125-60.8% |
| Admin fee / account holder | $2,507 | $4,862-48.4% | $7,748-67.6% | $5,651-55.6% |