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 | $47,229 | $73,638-35.9% | $95,952-50.8% | $73,488-35.7% |
| Participation rate | 79.2% | 76.2%+3.1pp | 77.1%+2.1pp | 70.7%+8.5pp |
| Annual return | 4.88% | 16.78%-11.9pp | 91.61%-86.7pp | 28.51%-23.6pp |
| Employer contribution / active EE | $1,900 | $1,863+2.0% | $2,541-25.2% | $2,270-16.3% |
| Participant deferral / active EE | $3,807 | $3,617+5.3% | $4,167-8.6% | $3,740+1.8% |
| Admin fee / account holder | $1,525 | $482+216.3% | $6,795-77.6% | $513+197.2% |