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 | $23,586 | $91,190-74.1% | $178,490-86.8% | $79,858-70.5% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 2.67% | 24.19%-21.5pp | 151.07%-148.4pp | 31.71%-29.0pp |
| Employer contribution / active EE | $1,825 | $3,256-43.9% | $5,011-63.6% | $2,471-26.1% |
| Participant deferral / active EE | $1,700 | $3,236-47.5% | $5,202-67.3% | $3,740-54.5% |
| Admin fee / account holder | $1,758 | $6,751-74.0% | $13,984-87.4% | $5,306-66.9% |