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 | $17,187 | $80,717-78.7% | $154,803-88.9% | $84,808-79.7% |
| Participation rate | 82.8% | 66.8%+16.0pp | 78.1%+4.7pp | 68.3%+14.5pp |
| Annual return | 6.45% | 37.96%-31.5pp | 58.88%-52.4pp | 40.90%-34.4pp |
| Employer contribution / active EE | $580 | $2,761-79.0% | $4,305-86.5% | $2,631-78.0% |
| Participant deferral / active EE | $3,203 | $3,303-3.0% | $5,540-42.2% | $4,212-23.9% |
| Admin fee / account holder | $10,545 | $6,746+56.3% | $14,329-26.4% | $7,344+43.6% |