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 | $25,671 | $45,035-43.0% | $62,995-59.3% | $70,131-63.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.25% | 18.76%-9.5pp | 87.57%-78.3pp | 73.14%-63.9pp |
| Employer contribution / active EE | $1,723 | $2,051-16.0% | $2,759-37.5% | $2,342-26.4% |
| Participant deferral / active EE | $2,908 | $2,465+18.0% | $3,329-12.7% | $3,332-12.7% |
| Admin fee / account holder | $4,017 | $2,834+41.7% | $3,600+11.6% | $4,645-13.5% |