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 | $36,529 | $117,841-69.0% | $102,423-64.3% | $145,922-75.0% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 7.85% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,625 | $3,615-55.0% | $3,023-46.2% | $4,660-65.1% |
| Participant deferral / active EE | $1,836 | $5,731-68.0% | $5,053-63.7% | $6,688-72.5% |
| Admin fee / account holder | $3,399 | $13,326-74.5% | $9,451-64.0% | $13,397-74.6% |