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 | $35,177 | $81,248-56.7% | $155,509-77.4% | $80,856-56.5% |
| Participation rate | 74.6% | 66.2%+8.4pp | 78.2%-3.6pp | 67.6%+7.0pp |
| Annual return | 7.80% | 33.31%-25.5pp | 64.67%-56.9pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,101 | $3,100-64.5% | $4,672-76.4% | $2,755-60.0% |
| Participant deferral / active EE | $2,969 | $3,452-14.0% | $5,626-47.2% | $4,296-30.9% |
| Admin fee / account holder | $24,386 | $7,997+204.9% | $15,912+53.3% | $6,918+252.5% |