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 | $10,609 | $32,037-66.9% | $69,182-84.7% | $62,891-83.1% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 3.01% | 15.16%-12.2pp | -21.93%+24.9pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,875 | $679+176.1% | $1,206+55.4% | $2,281-17.8% |
| Participant deferral / active EE | $2,214 | $1,185+86.8% | $1,897+16.7% | $3,203-30.9% |
| Admin fee / account holder | $3,404 | $2,608+30.5% | $2,697+26.2% | $4,296-20.8% |