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 | $44,413 | $48,230-7.9% | $67,502-34.2% | $80,856-45.1% |
| Participation rate | 81.6% | 66.4%+15.2pp | 72.9%+8.7pp | 67.6%+14.0pp |
| Annual return | 9.65% | 18.28%-8.6pp | 3512.12%-3502.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,896 | $2,020-6.1% | $2,731-30.6% | $2,755-31.2% |
| Participant deferral / active EE | $3,717 | $2,924+27.1% | $4,000-7.1% | $4,296-13.5% |
| Admin fee / account holder | $5,163 | $3,681+40.2% | $3,998+29.1% | $6,918-25.4% |