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 | $32,235 | $77,634-58.5% | $156,549-79.4% | $62,891-48.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.22% | 50.32%-50.1pp | 32.23%-32.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,425 | $3,444-58.6% | $5,501-74.1% | $2,281-37.5% |
| Participant deferral / active EE | $2,686 | $3,045-11.8% | $4,871-44.9% | $3,203-16.1% |
| Admin fee / account holder | $2,654 | $5,561-52.3% | $13,027-79.6% | $4,296-38.2% |