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 | $39,564 | $45,073-12.2% | $69,455-43.0% | $72,985-45.8% |
| Participation rate | 73.1% | 68.5%+4.6pp | 74.6%-1.5pp | 69.5%+3.6pp |
| Annual return | 4.95% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,257 | $2,054-38.8% | $2,779-54.8% | $2,440-48.5% |
| Participant deferral / active EE | $2,011 | $2,602-22.7% | $3,535-43.1% | $3,607-44.3% |
| Admin fee / account holder | $1,801 | $3,056-41.0% | $3,839-53.1% | $5,124-64.8% |