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 | $36,338 | $48,230-24.7% | $67,502-46.2% | $80,856-55.1% |
| Participation rate | 70.8% | 66.4%+4.4pp | 72.9%-2.1pp | 67.6%+3.1pp |
| Annual return | 10.92% | 18.28%-7.4pp | 3512.12%-3501.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,452 | $2,020-28.1% | $2,731-46.8% | $2,755-47.3% |
| Participant deferral / active EE | $2,662 | $2,924-9.0% | $4,000-33.5% | $4,296-38.0% |
| Admin fee / account holder | $4,512 | $3,681+22.6% | $3,998+12.9% | $6,918-34.8% |