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 | $22,421 | $80,717-72.2% | $154,803-85.5% | $84,808-73.6% |
| Participation rate | 90.4% | 66.8%+23.6pp | 78.1%+12.3pp | 68.3%+22.1pp |
| Annual return | 11.79% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,191 | $2,761-56.9% | $4,305-72.3% | $2,631-54.7% |
| Participant deferral / active EE | $1,957 | $3,303-40.8% | $5,540-64.7% | $4,212-53.5% |
| Admin fee / account holder | $11,919 | $6,746+76.7% | $14,329-16.8% | $7,344+62.3% |