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 | $35,512 | $45,698-22.3% | $61,048-41.8% | $72,985-51.3% |
| Participation rate | 78.8% | 74.3%+4.5pp | 79.3%-0.5pp | 69.5%+9.3pp |
| Annual return | 3.89% | 20.14%-16.3pp | 26.18%-22.3pp | 81.00%-77.1pp |
| Employer contribution / active EE | $1,327 | $2,803-52.7% | $3,716-64.3% | $2,440-45.6% |
| Participant deferral / active EE | $1,912 | $3,264-41.4% | $4,470-57.2% | $3,607-47.0% |
| Admin fee / account holder | $4,030 | $3,347+20.4% | $3,728+8.1% | $5,124-21.4% |