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 | $12,287 | $39,122-68.6% | $57,179-78.5% | $62,891-80.5% |
| Participation rate | 95.5% | 70.5%+25.0pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | -2.80% | 9.23%-12.0pp | 14.59%-17.4pp | 20.14%-22.9pp |
| Employer contribution / active EE | $1,257 | $1,874-32.9% | $2,682-53.1% | $2,281-44.9% |
| Participant deferral / active EE | $1,337 | $2,374-43.7% | $3,096-56.8% | $3,203-58.3% |
| Admin fee / account holder | $1,650 | $2,592-36.3% | $3,139-47.4% | $4,296-61.6% |