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 | $29,149 | $46,553-37.4% | $64,056-54.5% | $75,163-61.2% |
| Participation rate | 93.5% | 65.9%+27.6pp | 72.3%+21.2pp | 67.2%+26.4pp |
| Annual return | 9.01% | 26.03%-17.0pp | 33.69%-24.7pp | 160.62%-151.6pp |
| Employer contribution / active EE | $806 | $1,974-59.1% | $2,747-70.6% | $2,670-69.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,258 | $2,952-57.4% | $3,068-59.0% | $5,651-77.7% |