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 | $24,942 | $63,346-60.6% | $92,233-73.0% | $70,131-64.4% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 8.63% | 530.12%-521.5pp | 176.28%-167.6pp | 73.14%-64.5pp |
| Employer contribution / active EE | $820 | $2,471-66.8% | $3,679-77.7% | $2,342-65.0% |
| Participant deferral / active EE | $1,829 | $2,854-35.9% | $3,897-53.1% | $3,332-45.1% |
| Admin fee / account holder | $2,111 | $3,840-45.0% | $5,194-59.4% | $4,645-54.6% |