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 | $41,466 | $62,672-33.8% | $185,117-77.6% | $70,131-40.9% |
| Participation rate | 74.1% | 63.8%+10.3pp | 77.3%-3.2pp | 69.5%+4.5pp |
| Annual return | 9.03% | 40.79%-31.8pp | 40.50%-31.5pp | 73.14%-64.1pp |
| Employer contribution / active EE | $547 | $1,753-68.8% | $4,182-86.9% | $2,342-76.6% |
| Participant deferral / active EE | $2,795 | $3,272-14.6% | $5,045-44.6% | $3,332-16.1% |
| Admin fee / account holder | $25,716 | $3,932+554.1% | $8,159+215.2% | $4,645+453.6% |