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 | $41,756 | $58,828-29.0% | $77,999-46.5% | $62,891-33.6% |
| Participation rate | 96.7% | 71.1%+25.7pp | 75.5%+21.2pp | 69.3%+27.4pp |
| Annual return | 2.56% | 17.16%-14.6pp | 425.96%-423.4pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,377 | $1,672-17.7% | $2,470-44.3% | $2,281-39.6% |
| Participant deferral / active EE | $2,654 | $2,686-1.2% | $3,497-24.1% | $3,203-17.1% |
| Admin fee / account holder | $2,887 | $4,393-34.3% | $5,480-47.3% | $4,296-32.8% |