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 | $21,945 | $46,553-52.9% | $64,056-65.7% | $75,163-70.8% |
| Participation rate | 71.4% | 65.9%+5.5pp | 72.3%-0.9pp | 67.2%+4.2pp |
| Annual return | 9.90% | 26.03%-16.1pp | 33.69%-23.8pp | 160.62%-150.7pp |
| Employer contribution / active EE | $2,275 | $1,974+15.2% | $2,747-17.2% | $2,670-14.8% |
| Participant deferral / active EE | $1,355 | $2,837-52.2% | $3,880-65.1% | $4,125-67.2% |
| Admin fee / account holder | $5,507 | $2,952+86.6% | $3,068+79.5% | $5,651-2.5% |