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 | $35,625 | $70,428-49.4% | $96,562-63.1% | $85,850-58.5% |
| Participation rate | 73.1% | 61.8%+11.3pp | 69.8%+3.3pp | 69.3%+3.8pp |
| Annual return | 7.52% | 18.59%-11.1pp | 37.78%-30.3pp | 318.53%-311.0pp |
| Employer contribution / active EE | $299 | $1,413-78.9% | $2,356-87.3% | $2,565-88.4% |
| Participant deferral / active EE | $1,447 | $2,894-50.0% | $3,849-62.4% | $3,952-63.4% |
| Admin fee / account holder | $11,440 | $4,997+129.0% | $6,181+85.1% | $6,260+82.8% |