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 | $18,421 | $84,233-78.1% | $170,442-89.2% | $70,131-73.7% |
| Participation rate | 72.1% | 70.8%+1.3pp | 83.6%-11.5pp | 69.5%+2.6pp |
| Annual return | 8.61% | 23.06%-14.5pp | 205.93%-197.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $654 | $3,387-80.7% | $5,433-88.0% | $2,342-72.1% |
| Participant deferral / active EE | $1,643 | $3,086-46.8% | $4,939-66.7% | $3,332-50.7% |
| Admin fee / account holder | $3,709 | $5,698-34.9% | $13,880-73.3% | $4,645-20.2% |