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 | $41,808 | $81,460-48.7% | $103,333-59.5% | $80,856-48.3% |
| Participation rate | 74.2% | 66.8%+7.3pp | 74.5%-0.3pp | 67.6%+6.6pp |
| Annual return | 8.08% | 25.55%-17.5pp | 24.88%-16.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,321 | $3,105-57.5% | $3,868-65.9% | $2,755-52.1% |
| Participant deferral / active EE | $2,593 | $3,869-33.0% | $5,057-48.7% | $4,296-39.6% |
| Admin fee / account holder | $6,533 | $6,566-0.5% | $8,355-21.8% | $6,918-5.6% |