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 | $16,493 | $84,233-80.4% | $170,442-90.3% | $70,131-76.5% |
| Participation rate | 71.1% | 70.8%+0.3pp | 83.6%-12.5pp | 69.5%+1.6pp |
| Annual return | 8.51% | 23.06%-14.6pp | 205.93%-197.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $1,401 | $3,387-58.6% | $5,433-74.2% | $2,342-40.2% |
| Participant deferral / active EE | $961 | $3,086-68.9% | $4,939-80.6% | $3,332-71.2% |
| Admin fee / account holder | $2,336 | $5,698-59.0% | $13,880-83.2% | $4,645-49.7% |