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 | $44,594 | $95,453-53.3% | $112,040-60.2% | $82,448-45.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.72% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,625 | $2,318-29.9% | $2,954-45.0% | $2,551-36.3% |
| Participant deferral / active EE | $3,746 | $4,224-11.3% | $5,098-26.5% | $4,139-9.5% |
| Admin fee / account holder | $36,431 | $9,013+304.2% | $12,098+201.1% | $7,234+403.6% |