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 | $33,688 | $72,492-53.5% | $87,100-61.3% | $72,985-53.8% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.9%-4.7pp | 69.5%+2.6pp |
| Annual return | 9.27% | 24.46%-15.2pp | 28.19%-18.9pp | 81.00%-71.7pp |
| Employer contribution / active EE | $520 | $1,894-72.6% | $2,521-79.4% | $2,440-78.7% |
| Participant deferral / active EE | $2,574 | $3,270-21.3% | $4,049-36.4% | $3,607-28.7% |
| Admin fee / account holder | $4,738 | $5,055-6.3% | $7,497-36.8% | $5,124-7.5% |