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 | $46,881 | $57,590-18.6% | $86,233-45.6% | $82,448-43.1% |
| Participation rate | 96.9% | 57.9%+39.0pp | 69.0%+27.9pp | 68.1%+28.8pp |
| Annual return | 6.60% | 22.41%-15.8pp | 61.39%-54.8pp | 41.64%-35.0pp |
| Employer contribution / active EE | $2,367 | $1,655+43.0% | $2,504-5.5% | $2,551-7.2% |
| Participant deferral / active EE | $3,539 | $3,080+14.9% | $4,559-22.4% | $4,139-14.5% |
| Admin fee / account holder | $2,457 | $4,730-48.1% | $8,342-70.6% | $7,234-66.0% |