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 | $51,273 | $86,929-41.0% | $102,423-49.9% | $80,856-36.6% |
| Participation rate | 79.0% | 72.4%+6.7pp | 76.5%+2.5pp | 67.6%+11.4pp |
| Annual return | 8.38% | 18.88%-10.5pp | 29.32%-20.9pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,511 | $2,369-36.2% | $3,023-50.0% | $2,755-45.2% |
| Participant deferral / active EE | $3,332 | $4,118-19.1% | $5,053-34.1% | $4,296-22.4% |
| Admin fee / account holder | $10,475 | $8,049+30.1% | $9,451+10.8% | $6,918+51.4% |