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 | $29,320 | $72,277-59.4% | $101,248-71.0% | $79,858-63.3% |
| Participation rate | 79.2% | 68.5%+10.7pp | 75.8%+3.4pp | 69.6%+9.5pp |
| Annual return | 6.80% | 22.30%-15.5pp | 46.47%-39.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $3,296 | $2,692+22.5% | $3,660-9.9% | $2,471+33.4% |
| Participant deferral / active EE | $1,435 | $3,282-56.3% | $4,370-67.2% | $3,740-61.6% |
| Admin fee / account holder | $31,048 | $4,400+605.6% | $5,945+422.2% | $5,306+485.1% |