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 | $30,084 | $76,552-60.7% | $123,892-75.7% | $62,891-52.2% |
| Participation rate | 75.8% | 73.0%+2.8pp | 81.4%-5.7pp | 69.3%+6.5pp |
| Annual return | 3.64% | 18.68%-15.0pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $5,502 | $2,883+90.9% | $4,617+19.2% | $2,281+141.2% |
| Participant deferral / active EE | $5,596 | $4,840+15.6% | $5,984-6.5% | $3,203+74.7% |
| Admin fee / account holder | $3,364 | $4,826-30.3% | $8,357-59.7% | $4,296-21.7% |