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 | $35,088 | $59,443-41.0% | $70,164-50.0% | $75,163-53.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.57% | 18.53%-7.0pp | 18.87%-7.3pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,091 | $3,306-67.0% | $4,287-74.6% | $2,670-59.1% |
| Participant deferral / active EE | $1,834 | $3,653-49.8% | $5,395-66.0% | $4,125-55.5% |
| Admin fee / account holder | $5,732 | $4,397+30.4% | $4,561+25.7% | $5,651+1.4% |