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 | $27,816 | $67,606-58.9% | $82,313-66.2% | $70,131-60.3% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.9%-1.1pp | 69.5%+6.2pp |
| Annual return | 11.80% | 21.57%-9.8pp | 25.88%-14.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,293 | $1,755-26.3% | $2,428-46.7% | $2,342-44.8% |
| Participant deferral / active EE | $2,952 | $2,987-1.2% | $3,706-20.3% | $3,332-11.4% |
| Admin fee / account holder | $1,053 | $4,512-76.7% | $5,608-81.2% | $4,645-77.3% |