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 | $58,810 | $63,355-7.2% | $91,989-36.1% | $72,985-19.4% |
| Participation rate | 81.8% | 72.5%+9.3pp | 78.6%+3.2pp | 69.5%+12.3pp |
| Annual return | 19.04% | 35.35%-16.3pp | 69.02%-50.0pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,509 | $4,883-28.1% | $5,923-40.8% | $3,607-2.7% |
| Admin fee / account holder | $1,510 | $4,668-67.6% | $7,743-80.5% | $5,124-70.5% |