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 | $58,909 | $78,705-25.2% | $117,854-50.0% | $70,131-16.0% |
| Participation rate | 80.8% | 73.2%+7.6pp | 79.7%+1.1pp | 69.5%+11.2pp |
| Annual return | 10.82% | 23.30%-12.5pp | 335.08%-324.3pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,559 | $2,223-29.9% | $3,786-58.8% | $2,342-33.4% |
| Participant deferral / active EE | $4,178 | $3,297+26.7% | $4,482-6.8% | $3,332+25.4% |
| Admin fee / account holder | $6,065 | $5,065+19.7% | $8,020-24.4% | $4,645+30.6% |