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 | $47,448 | $89,355-46.9% | $141,162-66.4% | $72,985-35.0% |
| Participation rate | 70.6% | 75.1%-4.5pp | 82.5%-11.9pp | 69.5%+1.1pp |
| Annual return | 3.43% | 111.85%-108.4pp | 71.39%-68.0pp | 81.00%-77.6pp |
| Employer contribution / active EE | $1,003 | $3,114-67.8% | $4,735-78.8% | $2,440-58.9% |
| Participant deferral / active EE | $4,835 | $5,418-10.8% | $6,709-27.9% | $3,607+34.0% |
| Admin fee / account holder | $2,096 | $5,958-64.8% | $10,261-79.6% | $5,124-59.1% |