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 | $76,929 | $99,341-22.6% | $84,750-9.2% | $273,961-71.9% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 1.68% | 22.93%-21.3pp | 22.78%-21.1pp | 41.45%-39.8pp |
| Employer contribution / active EE | $1,431 | $4,214-66.0% | $3,574-60.0% | $4,869-70.6% |
| Participant deferral / active EE | $1,321 | $4,269-69.1% | $3,712-64.4% | $5,287-75.0% |
| Admin fee / account holder | $33,839 | $6,644+409.3% | $5,332+534.6% | $10,132+234.0% |