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 | $21,965 | $47,848-54.1% | $81,478-73.0% | $70,131-68.7% |
| Participation rate | 75.0% | 58.3%+16.7pp | 68.0%+7.0pp | 69.5%+5.5pp |
| Annual return | 12.81% | 27.25%-14.4pp | 38.78%-26.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,303 | $1,527-14.7% | $2,568-49.3% | $2,342-44.4% |
| Participant deferral / active EE | $2,292 | $2,453-6.6% | $3,537-35.2% | $3,332-31.2% |
| Admin fee / account holder | $1,532 | $3,145-51.3% | $4,561-66.4% | $4,645-67.0% |