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 | $31,180 | $135,952-77.1% | $123,892-74.8% | $273,961-88.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.82% | 56.63%-53.8pp | 47.52%-44.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,920 | $5,170-62.9% | $4,617-58.4% | $4,869-60.6% |
| Participant deferral / active EE | $3,474 | $6,343-45.2% | $5,984-42.0% | $5,287-34.3% |
| Admin fee / account holder | $114,908 | $9,817+1070.5% | $8,357+1275.0% | $10,132+1034.1% |