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 | $12,642 | $56,053-77.4% | $75,972-83.4% | $80,856-84.4% |
| Participation rate | 98.4% | 62.0%+36.4pp | 69.1%+29.3pp | 67.6%+30.7pp |
| Annual return | 1.30% | 20.53%-19.2pp | 359.55%-358.2pp | 35.59%-34.3pp |
| Employer contribution / active EE | $2,102 | $1,874+12.2% | $2,685-21.7% | $2,755-23.7% |
| Participant deferral / active EE | $2,728 | $3,052-10.6% | $4,255-35.9% | $4,296-36.5% |
| Admin fee / account holder | $2,260 | $5,234-56.8% | $6,467-65.0% | $6,918-67.3% |