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 | $33,381 | $48,795-31.6% | $65,493-49.0% | $84,808-60.6% |
| Participation rate | 96.2% | 67.0%+29.2pp | 73.1%+23.1pp | 68.3%+27.8pp |
| Annual return | 11.56% | 20.20%-8.6pp | 982.45%-970.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,428 | $1,930-26.0% | $2,574-44.5% | $2,631-45.7% |
| Participant deferral / active EE | $2,187 | $2,928-25.3% | $3,961-44.8% | $4,212-48.1% |
| Admin fee / account holder | $3,757 | $3,877-3.1% | $5,028-25.3% | $7,344-48.8% |