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 | $20,016 | $56,277-64.4% | $80,975-75.3% | $62,891-68.2% |
| Participation rate | 72.7% | 69.0%+3.8pp | 75.8%-3.1pp | 69.3%+3.4pp |
| Annual return | 4.87% | 22.12%-17.3pp | 17.10%-12.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $326 | $1,943-83.2% | $3,714-91.2% | $2,281-85.7% |
| Participant deferral / active EE | $2,397 | $4,195-42.9% | $5,696-57.9% | $3,203-25.2% |
| Admin fee / account holder | $2,894 | $3,741-22.6% | $5,516-47.5% | $4,296-32.6% |