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 | $22,562 | $80,717-72.0% | $154,803-85.4% | $84,808-73.4% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 8.06% | 37.96%-29.9pp | 58.88%-50.8pp | 40.90%-32.8pp |
| Employer contribution / active EE | $2,430 | $2,761-12.0% | $4,305-43.6% | $2,631-7.6% |
| Participant deferral / active EE | $1,242 | $3,303-62.4% | $5,540-77.6% | $4,212-70.5% |
| Admin fee / account holder | $1,055 | $6,746-84.4% | $14,329-92.6% | $7,344-85.6% |