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 | $46,070 | $39,122+17.8% | $57,179-19.4% | $62,891-26.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.23% | 9.23%-9.5pp | 14.59%-14.8pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,719 | $1,874-8.3% | $2,682-35.9% | $2,281-24.6% |
| Participant deferral / active EE | $1,445 | $2,374-39.1% | $3,096-53.3% | $3,203-54.9% |
| Admin fee / account holder | $2,212 | $2,592-14.6% | $3,139-29.5% | $4,296-48.5% |