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 | $18,677 | $55,706-66.5% | $75,886-75.4% | $72,985-74.4% |
| Participation rate | 98.6% | 61.1%+37.5pp | 69.3%+29.3pp | 69.5%+29.1pp |
| Annual return | 13.19% | 27.59%-14.4pp | 30.76%-17.6pp | 81.00%-67.8pp |
| Employer contribution / active EE | $383 | $1,687-77.3% | $2,500-84.7% | $2,440-84.3% |
| Participant deferral / active EE | $2,359 | $2,634-10.4% | $3,603-34.5% | $3,607-34.6% |
| Admin fee / account holder | $3,786 | $3,978-4.8% | $5,418-30.1% | $5,124-26.1% |