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 | $19,359 | $39,122-50.5% | $57,179-66.1% | $62,891-69.2% |
| Participation rate | 98.1% | 70.5%+27.6pp | 75.3%+22.8pp | 69.3%+28.8pp |
| Annual return | 0.49% | 9.23%-8.7pp | 14.59%-14.1pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,452 | $1,874+30.8% | $2,682-8.6% | $2,281+7.5% |
| Participant deferral / active EE | $2,304 | $2,374-3.0% | $3,096-25.6% | $3,203-28.1% |
| Admin fee / account holder | $1,431 | $2,592-44.8% | $3,139-54.4% | $4,296-66.7% |