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 | $17,241 | $80,717-78.6% | $154,803-88.9% | $84,808-79.7% |
| Participation rate | 92.2% | 66.8%+25.4pp | 78.1%+14.1pp | 68.3%+23.9pp |
| Annual return | 11.13% | 37.96%-26.8pp | 58.88%-47.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,593 | $2,761-42.3% | $4,305-63.0% | $2,631-39.4% |
| Participant deferral / active EE | $1,283 | $3,303-61.2% | $5,540-76.9% | $4,212-69.5% |
| Admin fee / account holder | $1,857 | $6,746-72.5% | $14,329-87.0% | $7,344-74.7% |