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 | $39,153 | $76,367-48.7% | $93,606-58.2% | $72,985-46.4% |
| Participation rate | 84.2% | 71.7%+12.5pp | 75.8%+8.4pp | 69.5%+14.7pp |
| Annual return | 2.44% | 25.82%-23.4pp | 32.76%-30.3pp | 81.00%-78.6pp |
| Employer contribution / active EE | $1,909 | $2,275-16.1% | $2,718-29.8% | $2,440-21.8% |
| Participant deferral / active EE | $4,132 | $3,538+16.8% | $4,069+1.6% | $3,607+14.5% |
| Admin fee / account holder | $491 | $6,838-92.8% | $7,888-93.8% | $5,124-90.4% |