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 | $16,402 | $64,480-74.6% | $81,382-79.8% | $80,856-79.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 8.85% | 16.34%-7.5pp | 24.73%-15.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $3,197 | $1,978+61.6% | $2,463+29.8% | $2,755+16.1% |
| Participant deferral / active EE | $3,032 | $3,094-2.0% | $3,883-21.9% | $4,296-29.4% |
| Admin fee / account holder | $4,864 | $5,671-14.2% | $5,768-15.7% | $6,918-29.7% |