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 6-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 | $34,030 | $73,933-54.0% | $96,683-64.8% | $75,163-54.7% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 8.98% | 26.70%-17.7pp | 35.69%-26.7pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,425 | $2,928-51.3% | $3,737-61.9% | $2,670-46.6% |
| Participant deferral / active EE | $3,368 | $3,659-7.9% | $4,878-31.0% | $4,125-18.3% |
| Admin fee / account holder | $16,482 | $5,216+216.0% | $6,730+144.9% | $5,651+191.7% |