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 | $33,501 | $83,477-59.9% | $125,175-73.2% | $72,985-54.1% |
| Participation rate | 77.0% | 73.3%+3.7pp | 79.8%-2.7pp | 69.5%+7.6pp |
| Annual return | 16.24% | 25.78%-9.5pp | 43.79%-27.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,141 | $2,345-51.4% | $3,865-70.5% | $2,440-53.2% |
| Participant deferral / active EE | $3,405 | $3,585-5.0% | $4,937-31.0% | $3,607-5.6% |
| Admin fee / account holder | $760 | $5,517-86.2% | $9,702-92.2% | $5,124-85.2% |