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 | $26,403 | $48,364-45.4% | $71,796-63.2% | $62,891-58.0% |
| Participation rate | 80.6% | 60.6%+20.0pp | 69.1%+11.5pp | 69.3%+11.3pp |
| Annual return | 1.58% | 13.16%-11.6pp | 78.04%-76.5pp | 20.14%-18.6pp |
| Employer contribution / active EE | $517 | $1,042-50.4% | $1,924-73.2% | $2,281-77.4% |
| Participant deferral / active EE | $2,068 | $2,091-1.1% | $2,794-26.0% | $3,203-35.4% |
| Admin fee / account holder | $12,905 | $3,771+242.2% | $4,815+168.0% | $4,296+200.4% |