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 | $22,976 | $49,227-53.3% | $70,449-67.4% | $79,858-71.2% |
| Participation rate | 98.2% | 69.2%+29.0pp | 75.1%+23.1pp | 69.6%+28.5pp |
| Annual return | 4.59% | 30.06%-25.5pp | 109.03%-104.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $3,166 | $2,099+50.8% | $2,737+15.7% | $2,471+28.1% |
| Participant deferral / active EE | $1,915 | $2,768-30.8% | $3,709-48.4% | $3,740-48.8% |
| Admin fee / account holder | $2,742 | $2,878-4.7% | $3,845-28.7% | $5,306-48.3% |