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 | $58,229 | $58,851-1.1% | $115,157-49.4% | $72,985-20.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 2.43% | 23.16%-20.7pp | 35.60%-33.2pp | 81.00%-78.6pp |
| Employer contribution / active EE | $4,189 | $1,798+133.0% | $3,179+31.8% | $2,440+71.7% |
| Participant deferral / active EE | $3,934 | $2,643+48.9% | $4,168-5.6% | $3,607+9.1% |
| Admin fee / account holder | $3,130 | $6,370-50.9% | $7,088-55.8% | $5,124-38.9% |