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 | $43,409 | $57,057-23.9% | $85,009-48.9% | $80,874-46.3% |
| Participation rate | 96.9% | 56.4%+40.5pp | 67.5%+29.4pp | 67.6%+29.2pp |
| Annual return | 5.18% | 21.66%-16.5pp | 66.47%-61.3pp | 35.62%-30.4pp |
| Employer contribution / active EE | $2,697 | $1,799+50.0% | $2,728-1.1% | $2,756-2.1% |
| Participant deferral / active EE | $3,588 | $3,112+15.3% | $4,522-20.6% | $4,297-16.5% |
| Admin fee / account holder | $7,327 | $4,986+47.0% | $6,153+19.1% | $6,935+5.7% |