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 | $44,389 | $60,349-26.4% | $74,183-40.2% | $62,891-29.4% |
| Participation rate | 98.6% | 72.7%+25.9pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 3.41% | 21.37%-18.0pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,927 | $1,680+14.7% | $2,370-18.7% | $2,281-15.5% |
| Participant deferral / active EE | $2,993 | $2,856+4.8% | $3,550-15.7% | $3,203-6.6% |
| Admin fee / account holder | $13,331 | $4,261+212.8% | $5,586+138.7% | $4,296+210.3% |