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 3-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 | $43,936 | $87,013-49.5% | $106,213-58.6% | $80,856-45.7% |
| Participation rate | 70.7% | 70.4%+0.3pp | 75.3%-4.5pp | 67.6%+3.1pp |
| Annual return | 8.73% | 17.05%-8.3pp | 116.14%-107.4pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,069 | $2,395-55.4% | $3,171-66.3% | $2,755-61.2% |
| Participant deferral / active EE | $4,582 | $3,986+15.0% | $5,016-8.6% | $4,296+6.7% |
| Admin fee / account holder | $9,971 | $8,431+18.3% | $11,033-9.6% | $6,918+44.1% |