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 | $30,827 | $39,122-21.2% | $57,179-46.1% | $62,891-51.0% |
| Participation rate | 93.5% | 70.5%+23.0pp | 75.3%+18.2pp | 69.3%+24.2pp |
| Annual return | 1.02% | 9.23%-8.2pp | 14.59%-13.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $2,543 | $1,874+35.7% | $2,682-5.2% | $2,281+11.5% |
| Participant deferral / active EE | $1,296 | $2,374-45.4% | $3,096-58.2% | $3,203-59.5% |
| Admin fee / account holder | $1,257 | $2,592-51.5% | $3,139-59.9% | $4,296-70.7% |