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 | $35,728 | $72,277-50.6% | $101,248-64.7% | $79,858-55.3% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 3.02% | 22.30%-19.3pp | 46.47%-43.5pp | 31.71%-28.7pp |
| Employer contribution / active EE | $2,250 | $2,692-16.4% | $3,660-38.5% | $2,471-9.0% |
| Participant deferral / active EE | $3,748 | $3,282+14.2% | $4,370-14.2% | $3,740+0.2% |
| Admin fee / account holder | $4,929 | $4,400+12.0% | $5,945-17.1% | $5,306-7.1% |