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 | $22,627 | $85,202-73.4% | $172,739-86.9% | $72,985-69.0% |
| Participation rate | 78.7% | 70.1%+8.6pp | 82.6%-4.0pp | 69.5%+9.2pp |
| Annual return | 3.94% | 27.32%-23.4pp | 802.84%-798.9pp | 81.00%-77.1pp |
| Employer contribution / active EE | $1,590 | $3,324-52.2% | $5,143-69.1% | $2,440-34.8% |
| Participant deferral / active EE | $1,549 | $3,260-52.5% | $5,198-70.2% | $3,607-57.1% |
| Admin fee / account holder | $1,454 | $5,884-75.3% | $13,954-89.6% | $5,124-71.6% |