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 | $28,635 | $106,515-73.1% | $96,683-70.4% | $139,434-79.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 8.27% | 38.43%-30.2pp | 35.69%-27.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $820 | $4,103-80.0% | $3,737-78.1% | $4,751-82.7% |
| Participant deferral / active EE | $2,318 | $5,454-57.5% | $4,878-52.5% | $6,710-65.5% |
| Admin fee / account holder | $2,057 | $7,877-73.9% | $6,730-69.4% | $11,403-82.0% |