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 | $35,123 | $67,606-48.0% | $82,313-57.3% | $70,131-49.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.10% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,433 | $1,755+38.7% | $2,428+0.2% | $2,342+3.9% |
| Participant deferral / active EE | $1,347 | $2,987-54.9% | $3,706-63.6% | $3,332-59.6% |
| Admin fee / account holder | $18,941 | $4,512+319.8% | $5,608+237.8% | $4,645+307.7% |