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 4-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 | $35,276 | $86,286-59.1% | $111,297-68.3% | $85,850-58.9% |
| Participation rate | 71.8% | 73.3%-1.5pp | 77.3%-5.5pp | 69.3%+2.5pp |
| Annual return | 10.23% | 19.99%-9.8pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,449 | $2,043-29.1% | $2,731-46.9% | $2,565-43.5% |
| Participant deferral / active EE | $3,298 | $3,641-9.4% | $4,487-26.5% | $3,952-16.5% |
| Admin fee / account holder | $689 | $8,188-91.6% | $7,964-91.3% | $6,260-89.0% |