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 | $38,488 | $77,503-50.3% | $100,391-61.7% | $80,856-52.4% |
| Participation rate | 85.3% | 76.9%+8.3pp | 81.5%+3.8pp | 67.6%+17.7pp |
| Annual return | 9.03% | 37.20%-28.2pp | 49.20%-40.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,195 | $2,801-21.6% | $3,942-44.3% | $2,755-20.3% |
| Participant deferral / active EE | $3,880 | $6,820-43.1% | $8,082-52.0% | $4,296-9.7% |
| Admin fee / account holder | $17,959 | $5,897+204.5% | $7,899+127.4% | $6,918+159.6% |