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 | $33,865 | $54,762-38.2% | $90,281-62.5% | $72,985-53.6% |
| Participation rate | 88.4% | 65.1%+23.3pp | 73.3%+15.1pp | 69.5%+18.9pp |
| Annual return | 5.29% | 30.63%-25.3pp | 78.10%-72.8pp | 81.00%-75.7pp |
| Employer contribution / active EE | $1,128 | $2,092-46.1% | $2,854-60.5% | $2,440-53.8% |
| Participant deferral / active EE | $1,734 | $2,887-39.9% | $3,885-55.4% | $3,607-51.9% |
| Admin fee / account holder | $1,322 | $3,972-66.7% | $5,351-75.3% | $5,124-74.2% |