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 5-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 | $27,710 | $59,101-53.1% | $77,163-64.1% | $75,163-63.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 11.80% | 26.71%-14.9pp | 37.87%-26.1pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,379 | $1,995+19.2% | $2,535-6.2% | $2,670-10.9% |
| Participant deferral / active EE | $1,213 | $2,999-59.6% | $3,833-68.4% | $4,125-70.6% |
| Admin fee / account holder | $8,748 | $4,774+83.2% | $5,472+59.9% | $5,651+54.8% |