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 | $47,250 | $80,717-41.5% | $154,803-69.5% | $84,808-44.3% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 10.72% | 37.96%-27.2pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,073 | $2,761+11.3% | $4,305-28.6% | $2,631+16.8% |
| Participant deferral / active EE | $2,651 | $3,303-19.7% | $5,540-52.2% | $4,212-37.1% |
| Admin fee / account holder | $3,200 | $6,746-52.6% | $14,329-77.7% | $7,344-56.4% |