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 | $33,477 | $59,101-43.4% | $77,163-56.6% | $75,163-55.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 8.55% | 26.71%-18.2pp | 37.87%-29.3pp | 160.62%-152.1pp |
| Employer contribution / active EE | $1,849 | $1,995-7.3% | $2,535-27.0% | $2,670-30.7% |
| Participant deferral / active EE | $2,880 | $2,999-4.0% | $3,833-24.9% | $4,125-30.2% |
| Admin fee / account holder | $18,762 | $4,774+293.0% | $5,472+242.9% | $5,651+232.0% |