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 | $59,944 | $43,075+39.2% | $74,583-19.6% | $62,891-4.7% |
| Participation rate | 96.4% | 58.1%+38.4pp | 68.1%+28.3pp | 69.3%+27.1pp |
| Annual return | 0.52% | 17.50%-17.0pp | 20.47%-20.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $2,603 | $1,498+73.8% | $2,525+3.1% | $2,281+14.1% |
| Participant deferral / active EE | $1,730 | $2,389-27.6% | $3,458-50.0% | $3,203-46.0% |
| Admin fee / account holder | $32,123 | $2,840+1031.2% | $4,138+676.3% | $4,296+647.8% |