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 7-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 | $15,555 | $57,016-72.7% | $84,966-81.7% | $80,856-80.8% |
| Participation rate | 92.9% | 56.3%+36.5pp | 67.5%+25.4pp | 67.6%+25.2pp |
| Annual return | 10.05% | 21.66%-11.6pp | 66.38%-56.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,256 | $1,798-30.1% | $2,727-53.9% | $2,755-54.4% |
| Participant deferral / active EE | $3,280 | $3,110+5.5% | $4,519-27.4% | $4,296-23.6% |
| Admin fee / account holder | $2,483 | $4,980-50.1% | $6,149-59.6% | $6,918-64.1% |