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 8-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 | $42,524 | $98,750-56.9% | $149,696-71.6% | $79,858-46.8% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.5%-7.1pp | 69.6%+5.8pp |
| Annual return | 10.81% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,099 | $3,216-34.7% | $4,644-54.8% | $2,471-15.1% |
| Participant deferral / active EE | $5,517 | $5,680-2.9% | $6,842-19.4% | $3,740+47.5% |
| Admin fee / account holder | $6,716 | $6,053+11.0% | $9,309-27.9% | $5,306+26.6% |