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 | $47,471 | $48,230-1.6% | $67,502-29.7% | $80,856-41.3% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.6%+29.0pp |
| Annual return | 9.69% | 18.28%-8.6pp | 3512.12%-3502.4pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,945 | $2,020-3.7% | $2,731-28.8% | $2,755-29.4% |
| Participant deferral / active EE | $3,191 | $2,924+9.1% | $4,000-20.2% | $4,296-25.7% |
| Admin fee / account holder | $2,723 | $3,681-26.0% | $3,998-31.9% | $6,918-60.6% |