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 | $24,880 | $115,882-78.5% | $100,516-75.2% | $158,922-84.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 3.31% | 34.79%-31.5pp | 30.89%-27.6pp | 302.83%-299.5pp |
| Employer contribution / active EE | $1,890 | $4,103-53.9% | $3,418-44.7% | $4,761-60.3% |
| Participant deferral / active EE | $2,731 | $6,674-59.1% | $6,270-56.4% | $5,982-54.3% |
| Admin fee / account holder | $4,067 | $10,995-63.0% | $8,081-49.7% | $11,246-63.8% |