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 | $46,288 | $64,348-28.1% | $90,160-48.7% | $70,131-34.0% |
| Participation rate | 95.5% | 70.4%+25.0pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 9.22% | 28.13%-18.9pp | 34.88%-25.7pp | 73.14%-63.9pp |
| Employer contribution / active EE | $1,697 | $2,046-17.0% | $3,318-48.8% | $2,342-27.5% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,179 | $3,944-70.1% | $5,943-80.2% | $4,645-74.6% |