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 | $50,029 | $83,477-40.1% | $125,175-60.0% | $72,985-31.5% |
| Participation rate | 78.3% | 73.3%+4.9pp | 79.8%-1.5pp | 69.5%+8.8pp |
| Annual return | 12.85% | 25.78%-12.9pp | 43.79%-30.9pp | 81.00%-68.2pp |
| Employer contribution / active EE | $774 | $2,345-67.0% | $3,865-80.0% | $2,440-68.3% |
| Participant deferral / active EE | $2,114 | $3,585-41.0% | $4,937-57.2% | $3,607-41.4% |
| Admin fee / account holder | $611 | $5,517-88.9% | $9,702-93.7% | $5,124-88.1% |