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 | $47,842 | $80,717-40.7% | $154,803-69.1% | $84,808-43.6% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 11.35% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,426 | $2,761-12.1% | $4,305-43.6% | $2,631-7.8% |
| Participant deferral / active EE | $2,279 | $3,303-31.0% | $5,540-58.9% | $4,212-45.9% |
| Admin fee / account holder | $1,930 | $6,746-71.4% | $14,329-86.5% | $7,344-73.7% |