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 | $51,065 | $72,277-29.3% | $101,248-49.6% | $79,858-36.1% |
| Participation rate | 72.5% | 68.5%+4.1pp | 75.8%-3.3pp | 69.6%+2.9pp |
| Annual return | 3.35% | 22.30%-18.9pp | 46.47%-43.1pp | 31.71%-28.4pp |
| Employer contribution / active EE | $919 | $2,692-65.8% | $3,660-74.9% | $2,471-62.8% |
| Participant deferral / active EE | $2,587 | $3,282-21.2% | $4,370-40.8% | $3,740-30.8% |
| Admin fee / account holder | $8,094 | $4,400+83.9% | $5,945+36.1% | $5,306+52.5% |