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 | $48,490 | $72,492-33.1% | $87,100-44.3% | $72,985-33.6% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 12.63% | 24.46%-11.8pp | 28.19%-15.6pp | 81.00%-68.4pp |
| Employer contribution / active EE | $1,623 | $1,894-14.3% | $2,521-35.6% | $2,440-33.5% |
| Participant deferral / active EE | $2,991 | $3,270-8.5% | $4,049-26.1% | $3,607-17.1% |
| Admin fee / account holder | $61,603 | $5,055+1118.7% | $7,497+721.7% | $5,124+1102.2% |