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 | $22,642 | $45,035-49.7% | $62,995-64.1% | $70,131-67.7% |
| Participation rate | 72.7% | 69.5%+3.2pp | 74.8%-2.1pp | 69.5%+3.2pp |
| Annual return | 10.21% | 18.76%-8.5pp | 87.57%-77.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $371 | $2,051-81.9% | $2,759-86.6% | $2,342-84.2% |
| Participant deferral / active EE | $1,510 | $2,465-38.7% | $3,329-54.6% | $3,332-54.7% |
| Admin fee / account holder | $8,323 | $2,834+193.7% | $3,600+131.2% | $4,645+79.2% |