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 | $26,079 | $49,025-46.8% | $87,507-70.2% | $62,891-58.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | -0.90% | 10.02%-10.9pp | 12.21%-13.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $2,341 | $1,372+70.6% | $2,550-8.2% | $2,281+2.6% |
| Participant deferral / active EE | $2,864 | $2,289+25.1% | $3,149-9.0% | $3,203-10.6% |
| Admin fee / account holder | $470 | $4,065-88.4% | $4,221-88.9% | $4,296-89.1% |