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 | $25,954 | $58,828-55.9% | $77,999-66.7% | $62,891-58.7% |
| Participation rate | 82.1% | 71.1%+11.0pp | 75.5%+6.5pp | 69.3%+12.7pp |
| Annual return | 3.58% | 17.16%-13.6pp | 425.96%-422.4pp | 20.14%-16.6pp |
| Employer contribution / active EE | $476 | $1,672-71.5% | $2,470-80.7% | $2,281-79.1% |
| Participant deferral / active EE | $1,280 | $2,686-52.4% | $3,497-63.4% | $3,203-60.0% |
| Admin fee / account holder | $4,753 | $4,393+8.2% | $5,480-13.3% | $4,296+10.7% |