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 | $31,792 | $64,348-50.6% | $90,160-64.7% | $70,131-54.7% |
| Participation rate | 70.7% | 70.4%+0.3pp | 76.9%-6.1pp | 69.5%+1.2pp |
| Annual return | 13.90% | 28.13%-14.2pp | 34.88%-21.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,369 | $2,046-33.1% | $3,318-58.7% | $2,342-41.5% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $712 | $3,944-82.0% | $5,943-88.0% | $4,645-84.7% |