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 | $20,307 | $57,065-64.4% | $75,670-73.2% | $70,131-71.0% |
| Participation rate | 96.6% | 68.1%+28.5pp | 72.3%+24.2pp | 69.5%+27.0pp |
| Annual return | 3.11% | 23.57%-20.5pp | 27.34%-24.2pp | 73.14%-70.0pp |
| Employer contribution / active EE | $4,053 | $1,817+123.1% | $2,352+72.3% | $2,342+73.0% |
| Participant deferral / active EE | $3,354 | $2,580+30.0% | $3,142+6.8% | $3,332+0.7% |
| Admin fee / account holder | $84,401 | $3,825+2106.6% | $5,800+1355.3% | $4,645+1716.9% |