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 | $35,449 | $61,605-42.5% | $112,229-68.4% | $75,163-52.8% |
| Participation rate | 76.9% | 61.7%+15.2pp | 72.4%+4.5pp | 67.2%+9.7pp |
| Annual return | 9.04% | 28.47%-19.4pp | 30.20%-21.2pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,375 | $2,015-31.8% | $3,430-59.9% | $2,670-48.5% |
| Participant deferral / active EE | $2,590 | $3,108-16.7% | $4,798-46.0% | $4,125-37.2% |
| Admin fee / account holder | $4,706 | $4,862-3.2% | $7,748-39.3% | $5,651-16.7% |