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 | $28,511 | $62,573-54.4% | $85,682-66.7% | $85,850-66.8% |
| Participation rate | 89.1% | 61.1%+27.9pp | 69.9%+19.2pp | 69.3%+19.7pp |
| Annual return | 10.03% | 23.77%-13.7pp | 21.49%-11.5pp | 318.53%-308.5pp |
| Employer contribution / active EE | $371 | $1,757-78.9% | $2,618-85.8% | $2,565-85.5% |
| Participant deferral / active EE | $2,293 | $2,802-18.2% | $3,923-41.6% | $3,952-42.0% |
| Admin fee / account holder | $5,525 | $4,640+19.1% | $6,873-19.6% | $6,260-11.7% |