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 | $34,473 | $86,929-60.3% | $102,423-66.3% | $80,856-57.4% |
| Participation rate | 70.1% | 72.4%-2.2pp | 76.5%-6.3pp | 67.6%+2.5pp |
| Annual return | 9.84% | 18.88%-9.0pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,176 | $2,369-50.4% | $3,023-61.1% | $2,755-57.3% |
| Participant deferral / active EE | $2,918 | $4,118-29.1% | $5,053-42.2% | $4,296-32.1% |
| Admin fee / account holder | $5,792 | $8,049-28.0% | $9,451-38.7% | $6,918-16.3% |