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 | $23,843 | $80,717-70.5% | $154,803-84.6% | $84,808-71.9% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 10.46% | 37.96%-27.5pp | 58.88%-48.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $446 | $2,761-83.9% | $4,305-89.6% | $2,631-83.1% |
| Participant deferral / active EE | $3,091 | $3,303-6.4% | $5,540-44.2% | $4,212-26.6% |
| Admin fee / account holder | $23,386 | $6,746+246.7% | $14,329+63.2% | $7,344+218.4% |