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 | $24,151 | $63,764-62.1% | $81,930-70.5% | $79,858-69.8% |
| Participation rate | 88.0% | 67.5%+20.5pp | 72.0%+16.0pp | 69.6%+18.4pp |
| Annual return | -4.03% | 22.66%-26.7pp | 29.49%-33.5pp | 31.71%-35.7pp |
| Employer contribution / active EE | $1,103 | $1,795-38.6% | $4,310-74.4% | $2,471-55.4% |
| Participant deferral / active EE | $2,346 | $2,780-15.6% | $7,107-67.0% | $3,740-37.3% |
| Admin fee / account holder | $3,686 | $4,426-16.7% | $5,158-28.5% | $5,306-30.5% |