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 | $40,013 | $81,248-50.8% | $155,509-74.3% | $80,856-50.5% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.6%+20.7pp |
| Annual return | 10.26% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $4,692 | $3,100+51.3% | $4,672+0.4% | $2,755+70.3% |
| Participant deferral / active EE | $3,282 | $3,452-4.9% | $5,626-41.7% | $4,296-23.6% |
| Admin fee / account holder | $22,502 | $7,997+181.4% | $15,912+41.4% | $6,918+225.3% |