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 | $40,179 | $60,349-33.4% | $74,183-45.8% | $62,891-36.1% |
| Participation rate | 96.9% | 72.7%+24.2pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | -2.94% | 21.37%-24.3pp | 17.74%-20.7pp | 20.14%-23.1pp |
| Employer contribution / active EE | $1,217 | $1,680-27.5% | $2,370-48.6% | $2,281-46.6% |
| Participant deferral / active EE | $2,376 | $2,856-16.8% | $3,550-33.1% | $3,203-25.8% |
| Admin fee / account holder | $1,726 | $4,261-59.5% | $5,586-69.1% | $4,296-59.8% |