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 | $39,128 | $72,492-46.0% | $87,100-55.1% | $72,985-46.4% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.9%+13.8pp | 69.5%+21.1pp |
| Annual return | 7.93% | 24.46%-16.5pp | 28.19%-20.3pp | 81.00%-73.1pp |
| Employer contribution / active EE | $1,893 | $1,894-0.1% | $2,521-24.9% | $2,440-22.4% |
| Participant deferral / active EE | $2,685 | $3,270-17.9% | $4,049-33.7% | $3,607-25.6% |
| Admin fee / account holder | $1,126 | $5,055-77.7% | $7,497-85.0% | $5,124-78.0% |