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 | $61,682 | $72,277-14.7% | $101,248-39.1% | $79,858-22.8% |
| Participation rate | 72.2% | 68.5%+3.8pp | 75.8%-3.6pp | 69.6%+2.6pp |
| Annual return | 5.28% | 22.30%-17.0pp | 46.47%-41.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $867 | $2,692-67.8% | $3,660-76.3% | $2,471-64.9% |
| Participant deferral / active EE | $2,006 | $3,282-38.9% | $4,370-54.1% | $3,740-46.4% |
| Admin fee / account holder | $1,590 | $4,400-63.9% | $5,945-73.3% | $5,306-70.0% |