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 | $51,272 | $86,929-41.0% | $102,423-49.9% | $80,856-36.6% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 7.64% | 18.88%-11.2pp | 29.32%-21.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,410 | $2,369-40.5% | $3,023-53.4% | $2,755-48.8% |
| Participant deferral / active EE | $2,513 | $4,118-39.0% | $5,053-50.3% | $4,296-41.5% |
| Admin fee / account holder | $591 | $8,049-92.7% | $9,451-93.8% | $6,918-91.5% |