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 | $35,619 | $65,041-45.2% | $90,951-60.8% | $79,858-55.4% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.0%+24.3pp | 69.6%+23.7pp |
| Annual return | 9.00% | 30.45%-21.5pp | 134.60%-125.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,168 | $1,247-6.4% | $2,122-45.0% | $2,471-52.7% |
| Participant deferral / active EE | $3,689 | $2,512+46.9% | $3,373+9.4% | $3,740-1.4% |
| Admin fee / account holder | $16,025 | $4,536+253.3% | $5,959+168.9% | $5,306+202.0% |