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 | $53,524 | $52,279+2.4% | $89,391-40.1% | $79,858-33.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 7.59% | 22.16%-14.6pp | 245.62%-238.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $374 | $1,572-76.2% | $2,586-85.5% | $2,471-84.8% |
| Participant deferral / active EE | $2,024 | $2,740-26.1% | $3,890-48.0% | $3,740-45.9% |
| Admin fee / account holder | $8,373 | $3,356+149.5% | $4,881+71.5% | $5,306+57.8% |