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 | $57,428 | $60,349-4.8% | $74,183-22.6% | $62,891-8.7% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 3.29% | 21.37%-18.1pp | 17.74%-14.4pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,006 | $1,680-40.2% | $2,370-57.6% | $2,281-55.9% |
| Participant deferral / active EE | $1,311 | $2,856-54.1% | $3,550-63.1% | $3,203-59.1% |
| Admin fee / account holder | $836 | $4,261-80.4% | $5,586-85.0% | $4,296-80.5% |