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 | $33,383 | $72,277-53.8% | $101,248-67.0% | $79,858-58.2% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 6.11% | 22.30%-16.2pp | 46.47%-40.4pp | 31.71%-25.6pp |
| Employer contribution / active EE | $1,026 | $2,692-61.9% | $3,660-72.0% | $2,471-58.5% |
| Participant deferral / active EE | $2,370 | $3,282-27.8% | $4,370-45.8% | $3,740-36.6% |
| Admin fee / account holder | $386 | $4,400-91.2% | $5,945-93.5% | $5,306-92.7% |