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 | $28,477 | $76,367-62.7% | $93,606-69.6% | $72,985-61.0% |
| Participation rate | 81.2% | 71.7%+9.4pp | 75.8%+5.3pp | 69.5%+11.7pp |
| Annual return | 10.56% | 25.82%-15.3pp | 32.76%-22.2pp | 81.00%-70.4pp |
| Employer contribution / active EE | $436 | $2,275-80.9% | $2,718-84.0% | $2,440-82.1% |
| Participant deferral / active EE | $2,577 | $3,538-27.1% | $4,069-36.7% | $3,607-28.6% |
| Admin fee / account holder | $4,838 | $6,838-29.3% | $7,888-38.7% | $5,124-5.6% |