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 | $34,470 | $72,277-52.3% | $101,248-66.0% | $79,858-56.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 1.49% | 22.30%-20.8pp | 46.47%-45.0pp | 31.71%-30.2pp |
| Employer contribution / active EE | $3,896 | $2,692+44.8% | $3,660+6.5% | $2,471+57.7% |
| Participant deferral / active EE | $7,891 | $3,282+140.5% | $4,370+80.6% | $3,740+111.0% |
| Admin fee / account holder | $827 | $4,400-81.2% | $5,945-86.1% | $5,306-84.4% |