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 | $33,838 | $58,879-42.5% | $178,490-81.0% | $73,488-54.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 2.36% | 24.86%-22.5pp | 151.07%-148.7pp | 28.51%-26.2pp |
| Employer contribution / active EE | $2,454 | $2,236+9.7% | $5,011-51.0% | $2,270+8.1% |
| Participant deferral / active EE | $2,406 | $2,567-6.3% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $966 | $400+141.4% | $13,984-93.1% | $513+88.3% |