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 | $36,809 | $73,981-50.2% | $105,722-65.2% | $62,891-41.5% |
| Participation rate | 71.9% | 71.7%+0.2pp | 78.9%-7.0pp | 69.3%+2.6pp |
| Annual return | 4.59% | 17.60%-13.0pp | 12.25%-7.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $829 | $2,856-71.0% | $4,079-79.7% | $2,281-63.6% |
| Participant deferral / active EE | $2,086 | $4,038-48.3% | $5,326-60.8% | $3,203-34.9% |
| Admin fee / account holder | $4,154 | $5,976-30.5% | $8,308-50.0% | $4,296-3.3% |