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 | $25,693 | $78,926-67.4% | $136,749-81.2% | $84,808-69.7% |
| Participation rate | 70.2% | 62.2%+8.0pp | 72.1%-1.9pp | 68.3%+1.9pp |
| Annual return | 11.73% | 18.17%-6.4pp | 24.33%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,352 | $2,134-36.6% | $3,400-60.2% | $2,631-48.6% |
| Participant deferral / active EE | $2,603 | $3,168-17.8% | $4,692-44.5% | $4,212-38.2% |
| Admin fee / account holder | $21,127 | $6,369+231.7% | $11,386+85.5% | $7,344+187.7% |