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 | $22,915 | $49,227-53.5% | $70,449-67.5% | $79,858-71.3% |
| Participation rate | 73.3% | 69.2%+4.2pp | 75.1%-1.7pp | 69.6%+3.7pp |
| Annual return | 2.62% | 30.06%-27.4pp | 109.03%-106.4pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,256 | $2,099-40.2% | $2,737-54.1% | $2,471-49.2% |
| Participant deferral / active EE | $2,319 | $2,768-16.2% | $3,709-37.5% | $3,740-38.0% |
| Admin fee / account holder | $1,493 | $2,878-48.1% | $3,845-61.2% | $5,306-71.9% |