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 | $39,857 | $47,848-16.7% | $81,478-51.1% | $70,131-43.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 10.70% | 27.25%-16.5pp | 38.78%-28.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $3,911 | $1,527+156.1% | $2,568+52.3% | $2,342+67.0% |
| Participant deferral / active EE | $3,048 | $2,453+24.3% | $3,537-13.8% | $3,332-8.5% |
| Admin fee / account holder | $2,687 | $3,145-14.6% | $4,561-41.1% | $4,645-42.2% |