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 | $43,346 | $39,122+10.8% | $57,179-24.2% | $62,891-31.1% |
| Participation rate | 85.5% | 70.5%+15.0pp | 75.3%+10.1pp | 69.3%+16.1pp |
| Annual return | 0.04% | 9.23%-9.2pp | 14.59%-14.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,579 | $1,874-15.8% | $2,682-41.1% | $2,281-30.8% |
| Participant deferral / active EE | $5,002 | $2,374+110.7% | $3,096+61.6% | $3,203+56.2% |
| Admin fee / account holder | $1,642 | $2,592-36.7% | $3,139-47.7% | $4,296-61.8% |