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 | $29,408 | $72,277-59.3% | $101,248-71.0% | $79,858-63.2% |
| Participation rate | 76.1% | 68.5%+7.6pp | 75.8%+0.3pp | 69.6%+6.5pp |
| Annual return | 8.55% | 22.30%-13.7pp | 46.47%-37.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,751 | $2,692-35.0% | $3,660-52.2% | $2,471-29.1% |
| Participant deferral / active EE | $3,392 | $3,282+3.4% | $4,370-22.4% | $3,740-9.3% |
| Admin fee / account holder | $3,121 | $4,400-29.1% | $5,945-47.5% | $5,306-41.2% |