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 | $41,159 | $60,349-31.8% | $74,183-44.5% | $62,891-34.6% |
| Participation rate | 73.2% | 72.7%+0.4pp | 76.6%-3.4pp | 69.3%+3.9pp |
| Annual return | 4.26% | 21.37%-17.1pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,698 | $2,856-40.6% | $3,550-52.2% | $3,203-47.0% |
| Admin fee / account holder | $9,834 | $4,261+130.8% | $5,586+76.1% | $4,296+128.9% |