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 | $54,771 | $123,793-55.8% | $177,821-69.2% | $79,858-31.4% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.7%+4.3pp | 69.6%+22.4pp |
| Annual return | 7.91% | 22.82%-14.9pp | 48.32%-40.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,430 | $4,095-65.1% | $5,918-75.8% | $2,471-42.1% |
| Participant deferral / active EE | $3,325 | $5,956-44.2% | $7,714-56.9% | $3,740-11.1% |
| Admin fee / account holder | $1,063 | $7,243-85.3% | $12,427-91.4% | $5,306-80.0% |