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 | $15,934 | $68,719-76.8% | $91,541-82.6% | $84,808-81.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 10.88% | 19.12%-8.2pp | 20.50%-9.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,173 | $1,920+13.2% | $2,505-13.2% | $2,631-17.4% |
| Participant deferral / active EE | $3,242 | $3,136+3.4% | $4,008-19.1% | $4,212-23.0% |
| Admin fee / account holder | $3,482 | $5,786-39.8% | $6,956-49.9% | $7,344-52.6% |