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 | $34,930 | $76,552-54.4% | $123,892-71.8% | $62,891-44.5% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 2.09% | 18.68%-16.6pp | 47.52%-45.4pp | 20.14%-18.1pp |
| Employer contribution / active EE | $868 | $2,883-69.9% | $4,617-81.2% | $2,281-61.9% |
| Participant deferral / active EE | $3,181 | $4,840-34.3% | $5,984-46.8% | $3,203-0.7% |
| Admin fee / account holder | $2,213 | $4,826-54.1% | $8,357-73.5% | $4,296-48.5% |