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 6-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 | $44,800 | $81,248-44.9% | $155,509-71.2% | $80,856-44.6% |
| Participation rate | 87.0% | 66.2%+20.7pp | 78.2%+8.8pp | 67.6%+19.3pp |
| Annual return | 9.21% | 33.31%-24.1pp | 64.67%-55.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,057 | $3,100-65.9% | $4,672-77.4% | $2,755-61.6% |
| Participant deferral / active EE | $2,103 | $3,452-39.1% | $5,626-62.6% | $4,296-51.1% |
| Admin fee / account holder | $1,405 | $7,997-82.4% | $15,912-91.2% | $6,918-79.7% |