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 | $29,121 | $89,355-67.4% | $141,162-79.4% | $72,985-60.1% |
| Participation rate | 78.7% | 75.1%+3.5pp | 82.5%-3.8pp | 69.5%+9.2pp |
| Annual return | 17.85% | 111.85%-94.0pp | 71.39%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $997 | $3,114-68.0% | $4,735-78.9% | $2,440-59.1% |
| Participant deferral / active EE | $3,963 | $5,418-26.9% | $6,709-40.9% | $3,607+9.9% |
| Admin fee / account holder | $2,910 | $5,958-51.2% | $10,261-71.6% | $5,124-43.2% |