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 | $46,902 | $79,449-41.0% | $189,557-75.3% | $85,850-45.4% |
| Participation rate | 70.2% | 66.0%+4.2pp | 78.4%-8.3pp | 69.3%+0.9pp |
| Annual return | 10.55% | 18.45%-7.9pp | 64.17%-53.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,330 | $2,081-36.1% | $4,412-69.9% | $2,565-48.1% |
| Participant deferral / active EE | $3,151 | $4,051-22.2% | $6,174-49.0% | $3,952-20.3% |
| Admin fee / account holder | $3,971 | $5,377-26.2% | $9,807-59.5% | $6,260-36.6% |