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 | $18,746 | $48,076-61.0% | $78,689-76.2% | $62,891-70.2% |
| Participation rate | 94.1% | 65.2%+28.9pp | 73.6%+20.6pp | 69.3%+24.8pp |
| Annual return | 2.80% | 31.35%-28.6pp | 62.18%-59.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $3,049 | $2,015+51.4% | $2,851+7.0% | $2,281+33.7% |
| Participant deferral / active EE | $1,976 | $2,588-23.7% | $3,517-43.8% | $3,203-38.3% |
| Admin fee / account holder | $5,964 | $3,207+85.9% | $4,510+32.2% | $4,296+38.8% |