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 | $20,115 | $81,248-75.2% | $155,509-87.1% | $80,856-75.1% |
| Participation rate | 71.0% | 66.2%+4.7pp | 78.2%-7.2pp | 67.6%+3.3pp |
| Annual return | 4.59% | 33.31%-28.7pp | 64.67%-60.1pp | 35.59%-31.0pp |
| Employer contribution / active EE | $2,061 | $3,100-33.5% | $4,672-55.9% | $2,755-25.2% |
| Participant deferral / active EE | $3,009 | $3,452-12.8% | $5,626-46.5% | $4,296-29.9% |
| Admin fee / account holder | $64,749 | $7,997+709.6% | $15,912+306.9% | $6,918+835.9% |