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 | $48,662 | $138,347-64.8% | $184,203-73.6% | $80,856-39.8% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.6%+17.5pp |
| Annual return | 8.90% | 20.02%-11.1pp | 28.81%-19.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $5,496 | $4,850+13.3% | $6,427-14.5% | $2,755+99.5% |
| Participant deferral / active EE | $4,234 | $7,071-40.1% | $9,131-53.6% | $4,296-1.4% |
| Admin fee / account holder | $14,094 | $10,483+34.4% | $13,901+1.4% | $6,918+103.7% |