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 | $22,082 | $37,426-41.0% | $77,482-71.5% | $79,858-72.3% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 5.95% | 39.70%-33.8pp | 54.79%-48.8pp | 31.71%-25.8pp |
| Employer contribution / active EE | $108 | $637-83.1% | $986-89.1% | $2,471-95.6% |
| Participant deferral / active EE | $490 | $1,260-61.1% | $1,861-73.7% | $3,740-86.9% |
| Admin fee / account holder | $2,859 | $2,504+14.2% | $2,858+0.1% | $5,306-46.1% |