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 | $32,810 | $99,341-67.0% | $84,750-61.3% | $273,961-88.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 0.48% | 22.93%-22.4pp | 22.78%-22.3pp | 41.45%-41.0pp |
| Employer contribution / active EE | $1,305 | $4,214-69.0% | $3,574-63.5% | $4,869-73.2% |
| Participant deferral / active EE | $1,977 | $4,269-53.7% | $3,712-46.7% | $5,287-62.6% |
| Admin fee / account holder | $17,109 | $6,644+157.5% | $5,332+220.9% | $10,132+68.9% |