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 | $23,328 | $61,605-62.1% | $112,229-79.2% | $75,163-69.0% |
| Participation rate | 81.0% | 61.7%+19.3pp | 72.4%+8.5pp | 67.2%+13.8pp |
| Annual return | 12.23% | 28.47%-16.2pp | 30.20%-18.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,180 | $2,015-41.5% | $3,430-65.6% | $2,670-55.8% |
| Participant deferral / active EE | $3,029 | $3,108-2.6% | $4,798-36.9% | $4,125-26.6% |
| Admin fee / account holder | $1,582 | $4,862-67.5% | $7,748-79.6% | $5,651-72.0% |