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 8-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 | $41,845 | $85,022-50.8% | $70,515-40.7% | $139,434-70.0% |
| Participation rate | 73.7% | 73.9%-0.2pp | 68.3%+5.3pp | 80.3%-6.6pp |
| Annual return | 8.76% | 30.38%-21.6pp | 32.77%-24.0pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,807 | $3,909-53.8% | $2,973-39.2% | $4,751-62.0% |
| Participant deferral / active EE | $4,409 | $5,890-25.2% | $4,567-3.5% | $6,710-34.3% |
| Admin fee / account holder | $2,482 | $8,906-72.1% | $6,412-61.3% | $11,403-78.2% |