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 | $109,881-64.7% | $150,045-74.2% | $84,808-54.3% |
| Participation rate | 81.3% | 76.1%+5.2pp | 82.3%-1.1pp | 68.3%+12.9pp |
| Annual return | 9.61% | 28.25%-18.6pp | 62.55%-52.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,024 | $3,561-43.2% | $4,693-56.9% | $2,631-23.1% |
| Participant deferral / active EE | $3,201 | $6,636-51.8% | $7,997-60.0% | $4,212-24.0% |
| Admin fee / account holder | $34,983 | $8,568+308.3% | $13,435+160.4% | $7,344+376.4% |