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 | $56,834 | $78,422-27.5% | $95,952-40.8% | $79,858-28.8% |
| Participation rate | 70.3% | 73.5%-3.2pp | 77.1%-6.8pp | 69.6%+0.6pp |
| Annual return | 5.33% | 19.37%-14.0pp | 91.61%-86.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $594 | $1,945-69.4% | $2,541-76.6% | $2,471-75.9% |
| Participant deferral / active EE | $2,827 | $3,440-17.8% | $4,167-32.2% | $3,740-24.4% |
| Admin fee / account holder | $10,152 | $5,622+80.6% | $6,795+49.4% | $5,306+91.3% |