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 | $18,673 | $80,717-76.9% | $154,803-87.9% | $84,808-78.0% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 10.93% | 37.96%-27.0pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $732 | $2,761-73.5% | $4,305-83.0% | $2,631-72.2% |
| Participant deferral / active EE | $1,892 | $3,303-42.7% | $5,540-65.8% | $4,212-55.1% |
| Admin fee / account holder | $9,693 | $6,746+43.7% | $14,329-32.4% | $7,344+32.0% |