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 | $36,206 | $49,227-26.5% | $70,449-48.6% | $79,858-54.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.84% | 30.06%-26.2pp | 109.03%-105.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,463 | $2,099+17.3% | $2,737-10.0% | $2,471-0.3% |
| Participant deferral / active EE | $3,932 | $2,768+42.1% | $3,709+6.0% | $3,740+5.1% |
| Admin fee / account holder | $828 | $2,878-71.2% | $3,845-78.5% | $5,306-84.4% |