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 | $36,649 | $45,035-18.6% | $62,995-41.8% | $70,131-47.7% |
| Participation rate | 97.8% | 69.5%+28.3pp | 74.8%+23.0pp | 69.5%+28.2pp |
| Annual return | 11.23% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,816 | $2,051-11.5% | $2,759-34.2% | $2,342-22.5% |
| Participant deferral / active EE | $2,792 | $2,465+13.3% | $3,329-16.1% | $3,332-16.2% |
| Admin fee / account holder | $869 | $2,834-69.3% | $3,600-75.9% | $4,645-81.3% |