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 4-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 | $24,590 | $81,248-69.7% | $155,509-84.2% | $80,856-69.6% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 9.96% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $654 | $3,100-78.9% | $4,672-86.0% | $2,755-76.3% |
| Participant deferral / active EE | $1,669 | $3,452-51.6% | $5,626-70.3% | $4,296-61.1% |
| Admin fee / account holder | $2,128 | $7,997-73.4% | $15,912-86.6% | $6,918-69.2% |