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 | $51,523 | $60,349-14.6% | $74,183-30.5% | $62,891-18.1% |
| Participation rate | 72.6% | 72.7%-0.1pp | 76.6%-4.0pp | 69.3%+3.3pp |
| Annual return | 2.69% | 21.37%-18.7pp | 17.74%-15.0pp | 20.14%-17.5pp |
| Employer contribution / active EE | $510 | $1,680-69.7% | $2,370-78.5% | $2,281-77.7% |
| Participant deferral / active EE | $1,743 | $2,856-39.0% | $3,550-50.9% | $3,203-45.6% |
| Admin fee / account holder | $4,875 | $4,261+14.4% | $5,586-12.7% | $4,296+13.5% |