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 | $25,579 | $85,202-70.0% | $172,739-85.2% | $72,985-65.0% |
| Participation rate | 76.3% | 70.1%+6.2pp | 82.6%-6.4pp | 69.5%+6.8pp |
| Annual return | 3.99% | 27.32%-23.3pp | 802.84%-798.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $710 | $3,324-78.6% | $5,143-86.2% | $2,440-70.9% |
| Participant deferral / active EE | $2,600 | $3,260-20.2% | $5,198-50.0% | $3,607-27.9% |
| Admin fee / account holder | $1,622 | $5,884-72.4% | $13,954-88.4% | $5,124-68.3% |