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 | $29,072 | $79,944-63.6% | $98,439-70.5% | $75,163-61.3% |
| Participation rate | 87.1% | 70.4%+16.8pp | 75.2%+12.0pp | 67.2%+20.0pp |
| Annual return | 0.28% | 19.75%-19.5pp | 21.16%-20.9pp | 160.62%-160.3pp |
| Employer contribution / active EE | $1,012 | $2,264-55.3% | $3,048-66.8% | $2,670-62.1% |
| Participant deferral / active EE | $2,828 | $3,752-24.6% | $4,738-40.3% | $4,125-31.4% |
| Admin fee / account holder | $2,656 | $6,840-61.2% | $8,948-70.3% | $5,651-53.0% |