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 | $12,467 | $45,698-72.7% | $61,048-79.6% | $72,985-82.9% |
| Participation rate | 96.3% | 74.3%+22.0pp | 79.3%+17.0pp | 69.5%+26.8pp |
| Annual return | 1.85% | 20.14%-18.3pp | 26.18%-24.3pp | 81.00%-79.2pp |
| Employer contribution / active EE | $2,100 | $2,803-25.1% | $3,716-43.5% | $2,440-13.9% |
| Participant deferral / active EE | $1,312 | $3,264-59.8% | $4,470-70.7% | $3,607-63.6% |
| Admin fee / account holder | $2,615 | $3,347-21.9% | $3,728-29.9% | $5,124-49.0% |