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 | $24,361 | $48,076-49.3% | $78,689-69.0% | $62,891-61.3% |
| Participation rate | 95.7% | 65.2%+30.4pp | 73.6%+22.1pp | 69.3%+26.3pp |
| Annual return | 4.49% | 31.35%-26.9pp | 62.18%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,977 | $2,015-1.9% | $2,851-30.7% | $2,281-13.3% |
| Participant deferral / active EE | $2,804 | $2,588+8.4% | $3,517-20.3% | $3,203-12.4% |
| Admin fee / account holder | $7,398 | $3,207+130.7% | $4,510+64.0% | $4,296+72.2% |