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 | $24,111 | $91,190-73.6% | $178,490-86.5% | $79,858-69.8% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 0.41% | 24.19%-23.8pp | 151.07%-150.7pp | 31.71%-31.3pp |
| Employer contribution / active EE | $1,492 | $3,256-54.2% | $5,011-70.2% | $2,471-39.6% |
| Participant deferral / active EE | $2,545 | $3,236-21.4% | $5,202-51.1% | $3,740-32.0% |
| Admin fee / account holder | $23,773 | $6,751+252.1% | $13,984+70.0% | $5,306+348.0% |