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 | $31,739 | $77,634-59.1% | $156,549-79.7% | $62,891-49.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.15% | 50.32%-50.2pp | 32.23%-32.1pp | 20.14%-20.0pp |
| Employer contribution / active EE | $2,636 | $3,444-23.4% | $5,501-52.1% | $2,281+15.6% |
| Participant deferral / active EE | $2,162 | $3,045-29.0% | $4,871-55.6% | $3,203-32.5% |
| Admin fee / account holder | $4,170 | $5,561-25.0% | $13,027-68.0% | $4,296-2.9% |