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 | $32,272 | $67,606-52.3% | $82,313-60.8% | $70,131-54.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.80% | 21.57%-12.8pp | 25.88%-17.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,566 | $1,755-10.8% | $2,428-35.5% | $2,342-33.2% |
| Participant deferral / active EE | $1,874 | $2,987-37.3% | $3,706-49.4% | $3,332-43.8% |
| Admin fee / account holder | $1,371 | $4,512-69.6% | $5,608-75.6% | $4,645-70.5% |