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 | $23,049 | $80,717-71.4% | $154,803-85.1% | $84,808-72.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.86% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $990 | $2,761-64.1% | $4,305-77.0% | $2,631-62.4% |
| Participant deferral / active EE | $1,510 | $3,303-54.3% | $5,540-72.7% | $4,212-64.1% |
| Admin fee / account holder | $763 | $6,746-88.7% | $14,329-94.7% | $7,344-89.6% |