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 | $41,421 | $59,839-30.8% | $81,983-49.5% | $79,858-48.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 5.87% | 17.56%-11.7pp | 41.31%-35.4pp | 31.71%-25.8pp |
| Employer contribution / active EE | $882 | $1,713-48.5% | $2,498-64.7% | $2,471-64.3% |
| Participant deferral / active EE | $1,330 | $2,695-50.6% | $3,722-64.3% | $3,740-64.4% |
| Admin fee / account holder | $3,016 | $4,287-29.7% | $5,664-46.7% | $5,306-43.2% |