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 | $27,956 | $56,897-50.9% | $84,750-67.0% | $62,891-55.5% |
| Participation rate | 86.7% | 68.5%+18.1pp | 76.6%+10.1pp | 69.3%+17.4pp |
| Annual return | 3.65% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $973 | $2,400-59.5% | $3,574-72.8% | $2,281-57.4% |
| Participant deferral / active EE | $1,528 | $2,709-43.6% | $3,712-58.8% | $3,203-52.3% |
| Admin fee / account holder | $1,356 | $3,581-62.1% | $5,332-74.6% | $4,296-68.4% |