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 | $56,375 | $82,882-32.0% | $127,761-55.9% | $72,985-22.8% |
| Participation rate | 96.0% | 71.5%+24.5pp | 79.0%+17.0pp | 69.5%+26.5pp |
| Annual return | 12.35% | 32.20%-19.9pp | 26.14%-13.8pp | 81.00%-68.7pp |
| Employer contribution / active EE | $4,611 | $3,346+37.8% | $4,574+0.8% | $2,440+89.0% |
| Participant deferral / active EE | $4,276 | $4,791-10.7% | $6,021-29.0% | $3,607+18.5% |
| Admin fee / account holder | $1,503 | $6,487-76.8% | $9,395-84.0% | $5,124-70.7% |