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 | $34,394 | $56,053-38.6% | $75,972-54.7% | $80,856-57.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 9.91% | 20.53%-10.6pp | 359.55%-349.6pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,264 | $1,874-32.6% | $2,685-52.9% | $2,755-54.1% |
| Participant deferral / active EE | $3,109 | $3,052+1.9% | $4,255-26.9% | $4,296-27.6% |
| Admin fee / account holder | $1,530 | $5,234-70.8% | $6,467-76.3% | $6,918-77.9% |