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 | $30,189 | $76,407-60.5% | $150,298-79.9% | $82,448-63.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 13.05% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,072 | $2,614-59.0% | $4,154-74.2% | $2,551-58.0% |
| Participant deferral / active EE | $1,938 | $3,214-39.7% | $5,453-64.5% | $4,139-53.2% |
| Admin fee / account holder | $331 | $6,352-94.8% | $14,116-97.7% | $7,234-95.4% |