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 | $34,644 | $57,016-39.2% | $84,966-59.2% | $80,856-57.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 9.02% | 21.66%-12.6pp | 66.38%-57.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $3,389 | $1,798+88.5% | $2,727+24.3% | $2,755+23.0% |
| Participant deferral / active EE | $4,592 | $3,110+47.7% | $4,519+1.6% | $4,296+6.9% |
| Admin fee / account holder | $2,085 | $4,980-58.1% | $6,149-66.1% | $6,918-69.9% |