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 | $52,066 | $39,122+33.1% | $57,179-8.9% | $62,891-17.2% |
| Participation rate | 72.5% | 70.5%+2.0pp | 75.3%-2.8pp | 69.3%+3.2pp |
| Annual return | 0.04% | 9.23%-9.2pp | 14.59%-14.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,889 | $1,874+54.2% | $2,682+7.7% | $2,281+26.7% |
| Participant deferral / active EE | $2,896 | $2,374+22.0% | $3,096-6.5% | $3,203-9.6% |
| Admin fee / account holder | $9,980 | $2,592+285.0% | $3,139+217.9% | $4,296+132.3% |