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 | $33,189 | $45,073-26.4% | $69,455-52.2% | $72,985-54.5% |
| Participation rate | 71.1% | 68.5%+2.6pp | 74.6%-3.6pp | 69.5%+1.6pp |
| Annual return | 3.17% | 22.65%-19.5pp | 28.97%-25.8pp | 81.00%-77.8pp |
| Employer contribution / active EE | $954 | $2,054-53.6% | $2,779-65.7% | $2,440-60.9% |
| Participant deferral / active EE | $3,299 | $2,602+26.8% | $3,535-6.7% | $3,607-8.6% |
| Admin fee / account holder | $6,841 | $3,056+123.9% | $3,839+78.2% | $5,124+33.5% |