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 | $30,076 | $46,553-35.4% | $64,056-53.0% | $75,163-60.0% |
| Participation rate | 70.0% | 65.9%+4.1pp | 72.3%-2.3pp | 67.2%+2.8pp |
| Annual return | 6.78% | 26.03%-19.2pp | 33.69%-26.9pp | 160.62%-153.8pp |
| Employer contribution / active EE | $1,398 | $1,974-29.2% | $2,747-49.1% | $2,670-47.6% |
| Participant deferral / active EE | $1,599 | $2,837-43.6% | $3,880-58.8% | $4,125-61.2% |
| Admin fee / account holder | $1,075 | $2,952-63.6% | $3,068-65.0% | $5,651-81.0% |