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 | $33,927 | $48,076-29.4% | $78,689-56.9% | $62,891-46.1% |
| Participation rate | 82.1% | 65.2%+16.9pp | 73.6%+8.6pp | 69.3%+12.8pp |
| Annual return | 2.27% | 31.35%-29.1pp | 62.18%-59.9pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,065 | $2,015+2.5% | $2,851-27.6% | $2,281-9.5% |
| Participant deferral / active EE | $3,214 | $2,588+24.2% | $3,517-8.6% | $3,203+0.4% |
| Admin fee / account holder | $2,800 | $3,207-12.7% | $4,510-37.9% | $4,296-34.8% |