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 | $37,885 | $45,035-15.9% | $62,995-39.9% | $70,131-46.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 7.69% | 18.76%-11.1pp | 87.57%-79.9pp | 73.14%-65.5pp |
| Employer contribution / active EE | $1,436 | $2,051-30.0% | $2,759-48.0% | $2,342-38.7% |
| Participant deferral / active EE | $3,867 | $2,465+56.9% | $3,329+16.1% | $3,332+16.1% |
| Admin fee / account holder | $8,400 | $2,834+196.4% | $3,600+133.3% | $4,645+80.8% |