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 4-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 | $55,250 | $109,413-49.5% | $156,263-64.6% | $84,808-34.9% |
| Participation rate | 70.5% | 72.7%-2.2pp | 78.9%-8.5pp | 68.3%+2.1pp |
| Annual return | 9.49% | 20.18%-10.7pp | 59.47%-50.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $964 | $2,907-66.8% | $4,333-77.8% | $2,631-63.4% |
| Participant deferral / active EE | $3,226 | $4,590-29.7% | $6,158-47.6% | $4,212-23.4% |
| Admin fee / account holder | $21,584 | $9,357+130.7% | $14,255+51.4% | $7,344+193.9% |