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 | $26,613 | $59,839-55.5% | $81,983-67.5% | $79,858-66.7% |
| Participation rate | 94.8% | 61.6%+33.2pp | 69.2%+25.6pp | 69.6%+25.2pp |
| Annual return | 8.15% | 17.56%-9.4pp | 41.31%-33.2pp | 31.71%-23.6pp |
| Employer contribution / active EE | $485 | $1,713-71.7% | $2,498-80.6% | $2,471-80.4% |
| Participant deferral / active EE | $2,533 | $2,695-6.0% | $3,722-31.9% | $3,740-32.3% |
| Admin fee / account holder | $3,069 | $4,287-28.4% | $5,664-45.8% | $5,306-42.2% |