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 | $28,246 | $64,480-56.2% | $81,382-65.3% | $80,856-65.1% |
| Participation rate | 92.0% | 63.9%+28.1pp | 69.5%+22.5pp | 67.6%+24.4pp |
| Annual return | 9.85% | 16.34%-6.5pp | 24.73%-14.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,423 | $1,978-28.1% | $2,463-42.2% | $2,755-48.3% |
| Participant deferral / active EE | $1,661 | $3,094-46.3% | $3,883-57.2% | $4,296-61.3% |
| Admin fee / account holder | $1,517 | $5,671-73.3% | $5,768-73.7% | $6,918-78.1% |