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 | $35,497 | $48,076-26.2% | $78,689-54.9% | $62,891-43.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.93% | 31.35%-28.4pp | 62.18%-59.2pp | 20.14%-17.2pp |
| Employer contribution / active EE | $1,635 | $2,015-18.8% | $2,851-42.6% | $2,281-28.3% |
| Participant deferral / active EE | $4,695 | $2,588+81.4% | $3,517+33.5% | $3,203+46.6% |
| Admin fee / account holder | $1,633 | $3,207-49.1% | $4,510-63.8% | $4,296-62.0% |