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 5-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 | $32,998 | $89,753-63.2% | $107,525-69.3% | $84,808-61.1% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 12.80% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,369 | $3,113-23.9% | $3,754-36.9% | $2,631-10.0% |
| Participant deferral / active EE | $4,881 | $4,056+20.3% | $5,116-4.6% | $4,212+15.9% |
| Admin fee / account holder | $1,532 | $7,222-78.8% | $8,919-82.8% | $7,344-79.1% |