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 | $45,414 | $72,492-37.4% | $87,100-47.9% | $72,985-37.8% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.9%-6.0pp | 69.5%+1.4pp |
| Annual return | 4.34% | 24.46%-20.1pp | 28.19%-23.9pp | 81.00%-76.7pp |
| Employer contribution / active EE | $1,681 | $1,894-11.2% | $2,521-33.3% | $2,440-31.1% |
| Participant deferral / active EE | $3,111 | $3,270-4.8% | $4,049-23.2% | $3,607-13.8% |
| Admin fee / account holder | $5,836 | $5,055+15.4% | $7,497-22.2% | $5,124+13.9% |