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 | $10,863 | $48,795-77.7% | $65,493-83.4% | $84,808-87.2% |
| Participation rate | 80.0% | 67.0%+13.0pp | 73.1%+6.9pp | 68.3%+11.7pp |
| Annual return | 6.97% | 20.20%-13.2pp | 982.45%-975.5pp | 40.90%-33.9pp |
| Employer contribution / active EE | $1,334 | $1,930-30.8% | $2,574-48.2% | $2,631-49.3% |
| Participant deferral / active EE | $1,632 | $2,928-44.3% | $3,961-58.8% | $4,212-61.2% |
| Admin fee / account holder | $1,140 | $3,877-70.6% | $5,028-77.3% | $7,344-84.5% |