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 | $39,428 | $56,897-30.7% | $84,750-53.5% | $62,891-37.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.09% | 6.30%-10.4pp | 22.78%-26.9pp | 20.14%-24.2pp |
| Employer contribution / active EE | $1,678 | $2,400-30.1% | $3,574-53.0% | $2,281-26.4% |
| Participant deferral / active EE | $3,190 | $2,709+17.8% | $3,712-14.0% | $3,203-0.4% |
| Admin fee / account holder | $1,055 | $3,581-70.5% | $5,332-80.2% | $4,296-75.4% |