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 | $30,834 | $127,065-75.7% | $113,168-72.8% | $142,382-78.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 6.00% | 24.03%-18.0pp | 24.27%-18.3pp | 217.08%-211.1pp |
| Employer contribution / active EE | $2,299 | $3,442-33.2% | $2,975-22.7% | $4,299-46.5% |
| Participant deferral / active EE | $3,634 | $5,716-36.4% | $5,107-28.8% | $6,507-44.2% |
| Admin fee / account holder | $6,207 | $15,736-60.6% | $12,068-48.6% | $12,624-50.8% |