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 | $16,038 | $84,233-81.0% | $170,442-90.6% | $70,131-77.1% |
| Participation rate | 77.0% | 70.8%+6.2pp | 83.6%-6.6pp | 69.5%+7.5pp |
| Annual return | 10.50% | 23.06%-12.6pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $676 | $3,387-80.1% | $5,433-87.6% | $2,342-71.2% |
| Participant deferral / active EE | $1,536 | $3,086-50.2% | $4,939-68.9% | $3,332-53.9% |
| Admin fee / account holder | $3,633 | $5,698-36.2% | $13,880-73.8% | $4,645-21.8% |