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 9-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 | $43,972 | $72,277-39.2% | $101,248-56.6% | $79,858-44.9% |
| Participation rate | 70.8% | 68.5%+2.3pp | 75.8%-5.0pp | 69.6%+1.2pp |
| Annual return | 6.90% | 22.30%-15.4pp | 46.47%-39.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,504 | $2,692-44.1% | $3,660-58.9% | $2,471-39.1% |
| Participant deferral / active EE | $2,869 | $3,282-12.6% | $4,370-34.3% | $3,740-23.3% |
| Admin fee / account holder | $612 | $4,400-86.1% | $5,945-89.7% | $5,306-88.5% |