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 5-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 | $30,619 | $87,013-64.8% | $106,213-71.2% | $80,856-62.1% |
| Participation rate | 82.1% | 70.4%+11.6pp | 75.3%+6.8pp | 67.6%+14.4pp |
| Annual return | 5.82% | 17.05%-11.2pp | 116.14%-110.3pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,445 | $2,395-39.7% | $3,171-54.4% | $2,755-47.5% |
| Participant deferral / active EE | $2,137 | $3,986-46.4% | $5,016-57.4% | $4,296-50.3% |
| Admin fee / account holder | $1,291 | $8,431-84.7% | $11,033-88.3% | $6,918-81.3% |