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 | $16,864 | $49,227-65.7% | $70,449-76.1% | $79,858-78.9% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 2.23% | 30.06%-27.8pp | 109.03%-106.8pp | 31.71%-29.5pp |
| Employer contribution / active EE | $592 | $2,099-71.8% | $2,737-78.4% | $2,471-76.0% |
| Participant deferral / active EE | $1,212 | $2,768-56.2% | $3,709-67.3% | $3,740-67.6% |
| Admin fee / account holder | $958 | $2,878-66.7% | $3,845-75.1% | $5,306-82.0% |