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 | $37,124 | $39,122-5.1% | $57,179-35.1% | $62,891-41.0% |
| Participation rate | 85.7% | 70.5%+15.2pp | 75.3%+10.4pp | 69.3%+16.4pp |
| Annual return | -2.33% | 9.23%-11.6pp | 14.59%-16.9pp | 20.14%-22.5pp |
| Employer contribution / active EE | $2,762 | $1,874+47.4% | $2,682+3.0% | $2,281+21.1% |
| Participant deferral / active EE | $2,569 | $2,374+8.2% | $3,096-17.0% | $3,203-19.8% |
| Admin fee / account holder | $16,281 | $2,592+528.1% | $3,139+418.7% | $4,296+279.0% |