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 | $108,825-49.2% | $156,181-64.6% | $82,448-33.0% |
| Participation rate | 70.5% | 72.4%-1.9pp | 78.8%-8.4pp | 68.1%+2.4pp |
| Annual return | 9.49% | 20.59%-11.1pp | 64.87%-55.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $964 | $2,870-66.4% | $4,294-77.6% | $2,551-62.2% |
| Participant deferral / active EE | $3,226 | $4,577-29.5% | $6,132-47.4% | $4,139-22.1% |
| Admin fee / account holder | $21,584 | $9,341+131.1% | $14,586+48.0% | $7,234+198.4% |