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 | $31,980 | $72,492-55.9% | $87,100-63.3% | $72,985-56.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.18% | 24.46%-18.3pp | 28.19%-22.0pp | 81.00%-74.8pp |
| Employer contribution / active EE | $1,732 | $1,894-8.6% | $2,521-31.3% | $2,440-29.0% |
| Participant deferral / active EE | $2,084 | $3,270-36.3% | $4,049-48.5% | $3,607-42.2% |
| Admin fee / account holder | $919 | $5,055-81.8% | $7,497-87.7% | $5,124-82.1% |