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 | $34,560 | $65,685-47.4% | $57,179-39.6% | $273,961-87.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.72% | 21.99%-22.7pp | 14.59%-15.3pp | 41.45%-42.2pp |
| Employer contribution / active EE | $1,277 | $3,279-61.1% | $2,682-52.4% | $4,869-73.8% |
| Participant deferral / active EE | $2,912 | $3,782-23.0% | $3,096-6.0% | $5,287-44.9% |
| Admin fee / account holder | $2,217 | $4,835-54.1% | $3,139-29.4% | $10,132-78.1% |