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 | $29,170 | $51,175-43.0% | $70,515-58.6% | $75,163-61.2% |
| Participation rate | 78.7% | 60.9%+17.8pp | 68.3%+10.4pp | 67.2%+11.5pp |
| Annual return | 12.94% | 30.02%-17.1pp | 32.77%-19.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $611 | $1,826-66.6% | $2,973-79.5% | $2,670-77.1% |
| Participant deferral / active EE | $3,569 | $2,849+25.3% | $4,567-21.8% | $4,125-13.5% |
| Admin fee / account holder | $2,525 | $4,091-38.3% | $6,412-60.6% | $5,651-55.3% |