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 | $43,242 | $58,851-26.5% | $115,157-62.4% | $72,985-40.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 1.91% | 23.16%-21.2pp | 35.60%-33.7pp | 81.00%-79.1pp |
| Employer contribution / active EE | $2,323 | $1,798+29.2% | $3,179-26.9% | $2,440-4.8% |
| Participant deferral / active EE | $2,443 | $2,643-7.6% | $4,168-41.4% | $3,607-32.3% |
| Admin fee / account holder | $1,149 | $6,370-82.0% | $7,088-83.8% | $5,124-77.6% |