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 | $64,597 | $54,762+18.0% | $90,281-28.4% | $72,985-11.5% |
| Participation rate | 88.3% | 65.1%+23.2pp | 73.3%+15.1pp | 69.5%+18.8pp |
| Annual return | 5.25% | 30.63%-25.4pp | 78.10%-72.9pp | 81.00%-75.8pp |
| Employer contribution / active EE | $599 | $2,092-71.4% | $2,854-79.0% | $2,440-75.5% |
| Participant deferral / active EE | $2,348 | $2,887-18.7% | $3,885-39.6% | $3,607-34.9% |
| Admin fee / account holder | $771 | $3,972-80.6% | $5,351-85.6% | $5,124-85.0% |