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 | $39,057 | $86,929-55.1% | $102,423-61.9% | $80,856-51.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.42% | 18.88%-10.5pp | 29.32%-20.9pp | 35.59%-27.2pp |
| Employer contribution / active EE | $4,650 | $2,369+96.3% | $3,023+53.8% | $2,755+68.8% |
| Participant deferral / active EE | $2,022 | $4,118-50.9% | $5,053-60.0% | $4,296-52.9% |
| Admin fee / account holder | $330 | $8,049-95.9% | $9,451-96.5% | $6,918-95.2% |