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 | $27,282 | $68,719-60.3% | $91,541-70.2% | $84,808-67.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 9.28% | 19.12%-9.8pp | 20.50%-11.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,344 | $1,920-30.0% | $2,505-46.3% | $2,631-48.9% |
| Participant deferral / active EE | $1,193 | $3,136-62.0% | $4,008-70.2% | $4,212-71.7% |
| Admin fee / account holder | $1,103 | $5,786-80.9% | $6,956-84.1% | $7,344-85.0% |