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 5-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 | $42,714 | $81,460-47.6% | $103,333-58.7% | $80,856-47.2% |
| Participation rate | 73.0% | 66.8%+6.1pp | 74.5%-1.5pp | 67.6%+5.3pp |
| Annual return | 7.42% | 25.55%-18.1pp | 24.88%-17.5pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,362 | $3,105-56.1% | $3,868-64.8% | $2,755-50.6% |
| Participant deferral / active EE | $3,975 | $3,869+2.8% | $5,057-21.4% | $4,296-7.5% |
| Admin fee / account holder | $390 | $6,566-94.1% | $8,355-95.3% | $6,918-94.4% |