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 | $43,484 | $116,175-62.6% | $93,606-53.5% | $152,861-71.6% |
| Participation rate | 95.5% | 78.0%+17.4pp | 75.8%+19.6pp | 82.4%+13.0pp |
| Annual return | 5.35% | 35.96%-30.6pp | 32.76%-27.4pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,066 | $3,218-66.9% | $2,718-60.8% | $4,762-77.6% |
| Participant deferral / active EE | $3,830 | $4,603-16.8% | $4,069-5.9% | $5,850-34.5% |
| Admin fee / account holder | $2,068 | $10,748-80.8% | $7,888-73.8% | $11,596-82.2% |