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 | $51,101 | $58,828-13.1% | $77,999-34.5% | $62,891-18.7% |
| Participation rate | 75.0% | 71.1%+3.9pp | 75.5%-0.5pp | 69.3%+5.7pp |
| Annual return | 2.26% | 17.16%-14.9pp | 425.96%-423.7pp | 20.14%-17.9pp |
| Employer contribution / active EE | $592 | $1,672-64.6% | $2,470-76.0% | $2,281-74.0% |
| Participant deferral / active EE | $3,082 | $2,686+14.8% | $3,497-11.8% | $3,203-3.8% |
| Admin fee / account holder | $3,227 | $4,393-26.5% | $5,480-41.1% | $4,296-24.9% |