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 4-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 | $14,767 | $39,122-62.3% | $57,179-74.2% | $62,891-76.5% |
| Participation rate | 95.5% | 70.5%+25.0pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | -1.21% | 9.23%-10.4pp | 14.59%-15.8pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,601 | $1,874-14.6% | $2,682-40.3% | $2,281-29.8% |
| Participant deferral / active EE | $2,428 | $2,374+2.3% | $3,096-21.6% | $3,203-24.2% |
| Admin fee / account holder | $1,850 | $2,592-28.6% | $3,139-41.1% | $4,296-56.9% |