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 | $41,060 | $56,277-27.0% | $80,975-49.3% | $62,891-34.7% |
| Participation rate | 70.0% | 69.0%+1.0pp | 75.8%-5.8pp | 69.3%+0.7pp |
| Annual return | 3.30% | 22.12%-18.8pp | 17.10%-13.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $2,048 | $1,943+5.4% | $3,714-44.9% | $2,281-10.2% |
| Participant deferral / active EE | $3,607 | $4,195-14.0% | $5,696-36.7% | $3,203+12.6% |
| Admin fee / account holder | $15,134 | $3,741+304.6% | $5,516+174.4% | $4,296+252.3% |