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 | $41,836 | $84,233-50.3% | $170,442-75.5% | $70,131-40.3% |
| Participation rate | 82.2% | 70.8%+11.4pp | 83.6%-1.4pp | 69.5%+12.7pp |
| Annual return | 10.10% | 23.06%-13.0pp | 205.93%-195.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,801 | $3,387-46.8% | $5,433-66.8% | $2,342-23.1% |
| Participant deferral / active EE | $4,016 | $3,086+30.2% | $4,939-18.7% | $3,332+20.5% |
| Admin fee / account holder | $4,889 | $5,698-14.2% | $13,880-64.8% | $4,645+5.2% |