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 | $35,730 | $45,073-20.7% | $69,455-48.6% | $72,985-51.0% |
| Participation rate | 86.7% | 68.5%+18.2pp | 74.6%+12.1pp | 69.5%+17.2pp |
| Annual return | 2.14% | 22.65%-20.5pp | 28.97%-26.8pp | 81.00%-78.9pp |
| Employer contribution / active EE | $1,398 | $2,054-32.0% | $2,779-49.7% | $2,440-42.7% |
| Participant deferral / active EE | $3,221 | $2,602+23.8% | $3,535-8.9% | $3,607-10.7% |
| Admin fee / account holder | $3,372 | $3,056+10.4% | $3,839-12.2% | $5,124-34.2% |