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 | $41,330 | $80,717-48.8% | $154,803-73.3% | $84,808-51.3% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 9.83% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,715 | $2,761-1.7% | $4,305-36.9% | $2,631+3.2% |
| Participant deferral / active EE | $4,695 | $3,303+42.1% | $5,540-15.3% | $4,212+11.5% |
| Admin fee / account holder | $2,598 | $6,746-61.5% | $14,329-81.9% | $7,344-64.6% |