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 | $34,083 | $53,127-35.8% | $86,590-60.6% | $70,131-51.4% |
| Participation rate | 92.2% | 65.3%+26.8pp | 73.5%+18.6pp | 69.5%+22.6pp |
| Annual return | 11.10% | 27.66%-16.6pp | 964.84%-953.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $909 | $2,068-56.1% | $2,839-68.0% | $2,342-61.2% |
| Participant deferral / active EE | $1,766 | $2,696-34.5% | $3,609-51.1% | $3,332-47.0% |
| Admin fee / account holder | $1,022 | $3,585-71.5% | $4,906-79.2% | $4,645-78.0% |