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 | $13,796 | $81,248-83.0% | $155,509-91.1% | $80,856-82.9% |
| Participation rate | 70.7% | 66.2%+4.5pp | 78.2%-7.5pp | 67.6%+3.1pp |
| Annual return | 7.57% | 33.31%-25.7pp | 64.67%-57.1pp | 35.59%-28.0pp |
| Employer contribution / active EE | $956 | $3,100-69.2% | $4,672-79.5% | $2,755-65.3% |
| Participant deferral / active EE | $1,405 | $3,452-59.3% | $5,626-75.0% | $4,296-67.3% |
| Admin fee / account holder | $5,360 | $7,997-33.0% | $15,912-66.3% | $6,918-22.5% |