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 | $32,678 | $67,606-51.7% | $82,313-60.3% | $70,131-53.4% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 1.20% | 21.57%-20.4pp | 25.88%-24.7pp | 73.14%-71.9pp |
| Employer contribution / active EE | $1,845 | $1,755+5.1% | $2,428-24.0% | $2,342-21.2% |
| Participant deferral / active EE | $3,107 | $2,987+4.0% | $3,706-16.2% | $3,332-6.7% |
| Admin fee / account holder | $315 | $4,512-93.0% | $5,608-94.4% | $4,645-93.2% |