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 | $25,404 | $72,277-64.9% | $101,248-74.9% | $79,858-68.2% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 4.22% | 22.30%-18.1pp | 46.47%-42.3pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,085 | $2,692-59.7% | $3,660-70.3% | $2,471-56.1% |
| Participant deferral / active EE | $2,738 | $3,282-16.6% | $4,370-37.3% | $3,740-26.8% |
| Admin fee / account holder | $2,104 | $4,400-52.2% | $5,945-64.6% | $5,306-60.3% |