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 | $46,348 | $37,426+23.8% | $77,482-40.2% | $79,858-42.0% |
| Participation rate | 97.4% | 41.5%+55.9pp | 54.2%+43.3pp | 69.6%+27.8pp |
| Annual return | 3.83% | 39.70%-35.9pp | 54.79%-51.0pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,145 | $637+236.9% | $986+117.4% | $2,471-13.2% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,105 | $2,504-55.9% | $2,858-61.3% | $5,306-79.2% |