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 | $32,174 | $46,553-30.9% | $64,056-49.8% | $75,163-57.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.19% | 26.03%-15.8pp | 33.69%-23.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $3,005 | $1,974+52.3% | $2,747+9.4% | $2,670+12.6% |
| Participant deferral / active EE | $4,290 | $2,837+51.2% | $3,880+10.6% | $4,125+4.0% |
| Admin fee / account holder | $1,216 | $2,952-58.8% | $3,068-60.4% | $5,651-78.5% |