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 | $38,505 | $60,349-36.2% | $74,183-48.1% | $62,891-38.8% |
| Participation rate | 83.6% | 72.7%+10.9pp | 76.6%+7.0pp | 69.3%+14.3pp |
| Annual return | 1.53% | 21.37%-19.8pp | 17.74%-16.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $2,727 | $1,680+62.3% | $2,370+15.1% | $2,281+19.6% |
| Participant deferral / active EE | $1,763 | $2,856-38.3% | $3,550-50.3% | $3,203-44.9% |
| Admin fee / account holder | $2,695 | $4,261-36.8% | $5,586-51.8% | $4,296-37.3% |