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 | $45,757 | $54,762-16.4% | $90,281-49.3% | $72,985-37.3% |
| Participation rate | 90.9% | 65.1%+25.8pp | 73.3%+17.6pp | 69.5%+21.4pp |
| Annual return | 4.73% | 30.63%-25.9pp | 78.10%-73.4pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,625 | $2,092+25.5% | $2,854-8.0% | $2,440+7.6% |
| Participant deferral / active EE | $3,996 | $2,887+38.4% | $3,885+2.9% | $3,607+10.8% |
| Admin fee / account holder | $10,260 | $3,972+158.3% | $5,351+91.7% | $5,124+100.2% |