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 | $48,084 | $58,577-17.9% | $83,333-42.3% | $64,186-25.1% |
| Participation rate | 92.0% | 72.0%+20.0pp | 77.8%+14.2pp | 69.6%+22.4pp |
| Annual return | -9.30% | 9.65%-18.9pp | 10.63%-19.9pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,385 | $2,098+13.7% | $3,379-29.4% | $2,381+0.2% |
| Participant deferral / active EE | $2,158 | $4,654-53.6% | $5,565-61.2% | $3,470-37.8% |
| Admin fee / account holder | $1,334 | $9,275-85.6% | $7,510-82.2% | $4,888-72.7% |