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 | $27,289 | $81,248-66.4% | $155,509-82.5% | $80,856-66.2% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.1pp | 67.6%+17.6pp |
| Annual return | 9.98% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $642 | $3,100-79.3% | $4,672-86.3% | $2,755-76.7% |
| Participant deferral / active EE | $1,573 | $3,452-54.4% | $5,626-72.0% | $4,296-63.4% |
| Admin fee / account holder | $2,872 | $7,997-64.1% | $15,912-81.9% | $6,918-58.5% |