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 | $31,603 | $67,606-53.3% | $82,313-61.6% | $70,131-54.9% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 11.21% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,566 | $1,755-10.8% | $2,428-35.5% | $2,342-33.2% |
| Participant deferral / active EE | $2,942 | $2,987-1.5% | $3,706-20.6% | $3,332-11.7% |
| Admin fee / account holder | $14,435 | $4,512+219.9% | $5,608+157.4% | $4,645+210.7% |