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 | $71,054 | $60,349+17.7% | $74,183-4.2% | $62,891+13.0% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 4.02% | 21.37%-17.4pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $660 | $1,680-60.7% | $2,370-72.2% | $2,281-71.1% |
| Participant deferral / active EE | $1,710 | $2,856-40.1% | $3,550-51.8% | $3,203-46.6% |
| Admin fee / account holder | $2,494 | $4,261-41.5% | $5,586-55.4% | $4,296-41.9% |