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 | $34,936 | $91,552-61.8% | $133,956-73.9% | $79,858-56.3% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 3.79% | 61.85%-58.1pp | 45.09%-41.3pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,692 | $2,384-29.0% | $3,919-56.8% | $2,471-31.5% |
| Participant deferral / active EE | $2,952 | $3,733-20.9% | $5,048-41.5% | $3,740-21.1% |
| Admin fee / account holder | $1,516 | $6,321-76.0% | $8,927-83.0% | $5,306-71.4% |