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 4-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 | $35,427 | $81,460-56.5% | $103,333-65.7% | $80,856-56.2% |
| Participation rate | 91.3% | 66.8%+24.5pp | 74.5%+16.8pp | 67.6%+23.7pp |
| Annual return | 10.30% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,832 | $3,105-41.0% | $3,868-52.6% | $2,755-33.5% |
| Participant deferral / active EE | $2,394 | $3,869-38.1% | $5,057-52.7% | $4,296-44.3% |
| Admin fee / account holder | $14,069 | $6,566+114.3% | $8,355+68.4% | $6,918+103.4% |