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 | $22,530 | $76,552-70.6% | $123,892-81.8% | $62,891-64.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.06% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,228 | $2,883-57.4% | $4,617-73.4% | $2,281-46.2% |
| Participant deferral / active EE | $3,129 | $4,840-35.3% | $5,984-47.7% | $3,203-2.3% |
| Admin fee / account holder | $1,930 | $4,826-60.0% | $8,357-76.9% | $4,296-55.1% |