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 | $23,520 | $81,248-71.1% | $155,509-84.9% | $80,856-70.9% |
| Participation rate | 92.1% | 66.2%+25.9pp | 78.2%+13.9pp | 67.6%+24.5pp |
| Annual return | 7.42% | 33.31%-25.9pp | 64.67%-57.2pp | 35.59%-28.2pp |
| Employer contribution / active EE | $2,078 | $3,100-33.0% | $4,672-55.5% | $2,755-24.6% |
| Participant deferral / active EE | $2,346 | $3,452-32.0% | $5,626-58.3% | $4,296-45.4% |
| Admin fee / account holder | $10,537 | $7,997+31.8% | $15,912-33.8% | $6,918+52.3% |