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 | $23,102 | $45,035-48.7% | $62,995-63.3% | $70,131-67.1% |
| Participation rate | 84.9% | 69.5%+15.4pp | 74.8%+10.1pp | 69.5%+15.4pp |
| Annual return | 7.55% | 18.76%-11.2pp | 87.57%-80.0pp | 73.14%-65.6pp |
| Employer contribution / active EE | $1,904 | $2,051-7.2% | $2,759-31.0% | $2,342-18.7% |
| Participant deferral / active EE | $2,945 | $2,465+19.5% | $3,329-11.6% | $3,332-11.6% |
| Admin fee / account holder | $1,866 | $2,834-34.2% | $3,600-48.2% | $4,645-59.8% |