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 | $26,393 | $46,869-43.7% | $122,332-78.4% | $70,131-62.4% |
| Participation rate | 77.5% | 58.2%+19.3pp | 71.6%+5.9pp | 69.5%+8.0pp |
| Annual return | 10.79% | 24.22%-13.4pp | 30.27%-19.5pp | 73.14%-62.3pp |
| Employer contribution / active EE | $961 | $1,288-25.4% | $4,050-76.3% | $2,342-59.0% |
| Participant deferral / active EE | $3,246 | $2,166+49.8% | $3,287-1.2% | $3,332-2.6% |
| Admin fee / account holder | $10,990 | $3,322+230.8% | $5,478+100.6% | $4,645+136.6% |