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 | $32,458 | $56,277-42.3% | $80,975-59.9% | $62,891-48.4% |
| Participation rate | 77.4% | 69.0%+8.5pp | 75.8%+1.6pp | 69.3%+8.1pp |
| Annual return | 4.31% | 22.12%-17.8pp | 17.10%-12.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,552 | $1,943-20.1% | $3,714-58.2% | $2,281-31.9% |
| Participant deferral / active EE | $3,619 | $4,195-13.7% | $5,696-36.5% | $3,203+13.0% |
| Admin fee / account holder | $17,579 | $3,741+370.0% | $5,516+218.7% | $4,296+309.2% |