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 | $48,750 | $76,367-36.2% | $93,606-47.9% | $72,985-33.2% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | 2.73% | 25.82%-23.1pp | 32.76%-30.0pp | 81.00%-78.3pp |
| Employer contribution / active EE | $2,628 | $2,275+15.5% | $2,718-3.3% | $2,440+7.7% |
| Participant deferral / active EE | $6,483 | $3,538+83.2% | $4,069+59.3% | $3,607+79.7% |
| Admin fee / account holder | $8,529 | $6,838+24.7% | $7,888+8.1% | $5,124+66.4% |