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 | $38,777 | $106,749-63.7% | $145,433-73.3% | $82,448-53.0% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 9.61% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,024 | $3,444-41.3% | $4,554-55.6% | $2,551-20.7% |
| Participant deferral / active EE | $3,201 | $6,519-50.9% | $7,897-59.5% | $4,139-22.7% |
| Admin fee / account holder | $34,983 | $8,390+317.0% | $13,129+166.5% | $7,234+383.6% |