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 | $56,207 | $82,882-32.2% | $127,761-56.0% | $72,985-23.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 5.53% | 32.20%-26.7pp | 26.14%-20.6pp | 81.00%-75.5pp |
| Employer contribution / active EE | $3,571 | $3,346+6.7% | $4,574-21.9% | $2,440+46.4% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,021-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,441 | $6,487-77.8% | $9,395-84.7% | $5,124-71.9% |