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 | $38,807 | $81,248-52.2% | $155,509-75.0% | $80,856-52.0% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.8pp | 67.6%+6.7pp |
| Annual return | 9.67% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,338 | $3,100+7.7% | $4,672-28.6% | $2,755+21.2% |
| Participant deferral / active EE | $2,666 | $3,452-22.8% | $5,626-52.6% | $4,296-37.9% |
| Admin fee / account holder | $3,021 | $7,997-62.2% | $15,912-81.0% | $6,918-56.3% |