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 | $52,977 | $72,277-26.7% | $101,248-47.7% | $79,858-33.7% |
| Participation rate | 78.0% | 68.5%+9.6pp | 75.8%+2.2pp | 69.6%+8.4pp |
| Annual return | 5.07% | 22.30%-17.2pp | 46.47%-41.4pp | 31.71%-26.6pp |
| Employer contribution / active EE | $894 | $2,692-66.8% | $3,660-75.6% | $2,471-63.8% |
| Participant deferral / active EE | $2,261 | $3,282-31.1% | $4,370-48.3% | $3,740-39.6% |
| Admin fee / account holder | $850 | $4,400-80.7% | $5,945-85.7% | $5,306-84.0% |