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 | $52,111 | $109,359-52.3% | $162,163-67.9% | $72,985-28.6% |
| Participation rate | 87.0% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.6pp |
| Annual return | 14.74% | 25.46%-10.7pp | 115.59%-100.9pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,483 | $3,907-62.0% | $5,614-73.6% | $2,440-39.2% |
| Participant deferral / active EE | $2,807 | $5,481-48.8% | $7,298-61.5% | $3,607-22.2% |
| Admin fee / account holder | $1,098 | $7,972-86.2% | $10,843-89.9% | $5,124-78.6% |