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 5-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 | $30,080 | $81,248-63.0% | $155,509-80.7% | $80,856-62.8% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.1pp | 67.6%+27.6pp |
| Annual return | 10.43% | 33.31%-22.9pp | 64.67%-54.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,462 | $3,100-52.9% | $4,672-68.7% | $2,755-46.9% |
| Participant deferral / active EE | $3,455 | $3,452+0.1% | $5,626-38.6% | $4,296-19.6% |
| Admin fee / account holder | $2,931 | $7,997-63.4% | $15,912-81.6% | $6,918-57.6% |