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 | $51,808 | $70,475-26.5% | $100,516-48.5% | $79,858-35.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 7.92% | 21.90%-14.0pp | 30.89%-23.0pp | 31.71%-23.8pp |
| Employer contribution / active EE | $3,024 | $2,165+39.7% | $3,418-11.5% | $2,471+22.4% |
| Participant deferral / active EE | $2,476 | $5,181-52.2% | $6,270-60.5% | $3,740-33.8% |
| Admin fee / account holder | $758 | $4,478-83.1% | $8,081-90.6% | $5,306-85.7% |