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 | $22,123 | $48,076-54.0% | $78,689-71.9% | $62,891-64.8% |
| Participation rate | 78.4% | 65.2%+13.2pp | 73.6%+4.9pp | 69.3%+9.1pp |
| Annual return | 2.02% | 31.35%-29.3pp | 62.18%-60.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,354 | $2,015-32.8% | $2,851-52.5% | $2,281-40.6% |
| Participant deferral / active EE | $2,083 | $2,588-19.5% | $3,517-40.8% | $3,203-35.0% |
| Admin fee / account holder | $2,551 | $3,207-20.5% | $4,510-43.4% | $4,296-40.6% |