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 | $32,513 | $74,927-56.6% | $101,794-68.1% | $84,808-61.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 5.96% | 18.70%-12.7pp | 30.53%-24.6pp | 40.90%-34.9pp |
| Employer contribution / active EE | $2,642 | $1,522+73.6% | $2,289+15.4% | $2,631+0.4% |
| Participant deferral / active EE | $3,157 | $3,099+1.9% | $4,084-22.7% | $4,212-25.0% |
| Admin fee / account holder | $2,491 | $6,514-61.8% | $8,777-71.6% | $7,344-66.1% |