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 | $42,529 | $67,606-37.1% | $82,313-48.3% | $70,131-39.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.80% | 21.57%-11.8pp | 25.88%-16.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $3,032 | $1,755+72.8% | $2,428+24.9% | $2,342+29.4% |
| Participant deferral / active EE | $3,781 | $2,987+26.6% | $3,706+2.0% | $3,332+13.5% |
| Admin fee / account holder | $1,373 | $4,512-69.6% | $5,608-75.5% | $4,645-70.4% |