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 | $64,018 | $83,477-23.3% | $125,175-48.9% | $72,985-12.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 4.02% | 25.78%-21.8pp | 43.79%-39.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $585 | $2,345-75.0% | $3,865-84.9% | $2,440-76.0% |
| Participant deferral / active EE | $2,739 | $3,585-23.6% | $4,937-44.5% | $3,607-24.1% |
| Admin fee / account holder | $3,211 | $5,517-41.8% | $9,702-66.9% | $5,124-37.3% |