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 | $36,722 | $89,753-59.1% | $107,525-65.8% | $84,808-56.7% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 7.86% | 29.48%-21.6pp | 181.32%-173.5pp | 40.90%-33.0pp |
| Employer contribution / active EE | $1,585 | $3,113-49.1% | $3,754-57.8% | $2,631-39.8% |
| Participant deferral / active EE | $2,831 | $4,056-30.2% | $5,116-44.7% | $4,212-32.8% |
| Admin fee / account holder | $9,526 | $7,222+31.9% | $8,919+6.8% | $7,344+29.7% |