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 | $34,858 | $65,395-46.7% | $182,532-80.9% | $72,985-52.2% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 69.5%+5.5pp |
| Annual return | 14.27% | 27.68%-13.4pp | 148.54%-134.3pp | 81.00%-66.7pp |
| Employer contribution / active EE | $683 | $1,911-64.3% | $4,076-83.3% | $2,440-72.0% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,676 | $4,245-37.0% | $8,592-68.9% | $5,124-47.8% |