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 | $32,377 | $80,717-59.9% | $154,803-79.1% | $84,808-61.8% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 10.97% | 37.96%-27.0pp | 58.88%-47.9pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,518 | $2,761-45.0% | $4,305-64.7% | $2,631-42.3% |
| Participant deferral / active EE | $2,274 | $3,303-31.2% | $5,540-59.0% | $4,212-46.0% |
| Admin fee / account holder | $909 | $6,746-86.5% | $14,329-93.7% | $7,344-87.6% |