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 | $75,479 | $80,717-6.5% | $154,803-51.2% | $84,808-11.0% |
| Participation rate | 98.0% | 66.8%+31.1pp | 78.1%+19.9pp | 68.3%+29.6pp |
| Annual return | 11.07% | 37.96%-26.9pp | 58.88%-47.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,961 | $2,761-29.0% | $4,305-54.5% | $2,631-25.5% |
| Participant deferral / active EE | $3,102 | $3,303-6.1% | $5,540-44.0% | $4,212-26.4% |
| Admin fee / account holder | $4,567 | $6,746-32.3% | $14,329-68.1% | $7,344-37.8% |