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 | $13,334 | $48,230-72.4% | $67,502-80.2% | $80,856-83.5% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.6%+29.7pp |
| Annual return | 10.82% | 18.28%-7.5pp | 3512.12%-3501.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,193 | $2,020-40.9% | $2,731-56.3% | $2,755-56.7% |
| Participant deferral / active EE | $2,456 | $2,924-16.0% | $4,000-38.6% | $4,296-42.8% |
| Admin fee / account holder | $1,886 | $3,681-48.8% | $3,998-52.8% | $6,918-72.7% |