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 | $47,296 | $60,349-21.6% | $74,183-36.2% | $62,891-24.8% |
| Participation rate | 84.3% | 72.7%+11.6pp | 76.6%+7.7pp | 69.3%+15.0pp |
| Annual return | 1.89% | 21.37%-19.5pp | 17.74%-15.8pp | 20.14%-18.3pp |
| Employer contribution / active EE | $974 | $1,680-42.0% | $2,370-58.9% | $2,281-57.3% |
| Participant deferral / active EE | $2,616 | $2,856-8.4% | $3,550-26.3% | $3,203-18.3% |
| Admin fee / account holder | $1,528 | $4,261-64.1% | $5,586-72.6% | $4,296-64.4% |