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 | $42,755 | $49,227-13.1% | $70,449-39.3% | $79,858-46.5% |
| Participation rate | 90.0% | 69.2%+20.8pp | 75.1%+14.9pp | 69.6%+20.4pp |
| Annual return | 3.28% | 30.06%-26.8pp | 109.03%-105.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,999 | $2,099-4.7% | $2,737-26.9% | $2,471-19.1% |
| Participant deferral / active EE | $3,065 | $2,768+10.7% | $3,709-17.4% | $3,740-18.1% |
| Admin fee / account holder | $3,807 | $2,878+32.3% | $3,845-1.0% | $5,306-28.3% |