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 | $47,103 | $83,477-43.6% | $125,175-62.4% | $72,985-35.5% |
| Participation rate | 78.7% | 73.3%+5.3pp | 79.8%-1.1pp | 69.5%+9.2pp |
| Annual return | 3.08% | 25.78%-22.7pp | 43.79%-40.7pp | 81.00%-77.9pp |
| Employer contribution / active EE | $1,693 | $2,345-27.8% | $3,865-56.2% | $2,440-30.6% |
| Participant deferral / active EE | $2,446 | $3,585-31.8% | $4,937-50.5% | $3,607-32.2% |
| Admin fee / account holder | $1,148 | $5,517-79.2% | $9,702-88.2% | $5,124-77.6% |