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 | $33,484 | $67,606-50.5% | $82,313-59.3% | $70,131-52.3% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 10.08% | 21.57%-11.5pp | 25.88%-15.8pp | 73.14%-63.1pp |
| Employer contribution / active EE | $972 | $1,755-44.6% | $2,428-60.0% | $2,342-58.5% |
| Participant deferral / active EE | $2,531 | $2,987-15.2% | $3,706-31.7% | $3,332-24.0% |
| Admin fee / account holder | $15,987 | $4,512+254.3% | $5,608+185.1% | $4,645+244.1% |