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 | $28,987 | $57,541-49.6% | $95,745-69.7% | $75,163-61.4% |
| Participation rate | 73.8% | 62.5%+11.3pp | 72.3%+1.6pp | 67.2%+6.7pp |
| Annual return | 12.07% | 34.93%-22.9pp | 28.35%-16.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $691 | $1,808-61.8% | $2,835-75.6% | $2,670-74.1% |
| Participant deferral / active EE | $2,760 | $3,074-10.2% | $4,245-35.0% | $4,125-33.1% |
| Admin fee / account holder | $5,939 | $4,099+44.9% | $5,678+4.6% | $5,651+5.1% |