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 | $24,708 | $57,065-56.7% | $75,670-67.3% | $70,131-64.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 8.40% | 23.57%-15.2pp | 27.34%-18.9pp | 73.14%-64.7pp |
| Employer contribution / active EE | $673 | $1,817-62.9% | $2,352-71.4% | $2,342-71.3% |
| Participant deferral / active EE | $2,966 | $2,580+15.0% | $3,142-5.6% | $3,332-11.0% |
| Admin fee / account holder | $1,657 | $3,825-56.7% | $5,800-71.4% | $4,645-64.3% |