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 | $41,942 | $56,277-25.5% | $80,975-48.2% | $62,891-33.3% |
| Participation rate | 95.5% | 69.0%+26.5pp | 75.8%+19.6pp | 69.3%+26.1pp |
| Annual return | 1.80% | 22.12%-20.3pp | 17.10%-15.3pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,724 | $1,943-11.2% | $3,714-53.6% | $2,281-24.4% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,531 | $3,741-32.3% | $5,516-54.1% | $4,296-41.1% |