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 | $20,863 | $54,762-61.9% | $90,281-76.9% | $72,985-71.4% |
| Participation rate | 71.9% | 65.1%+6.7pp | 73.3%-1.4pp | 69.5%+2.4pp |
| Annual return | 4.52% | 30.63%-26.1pp | 78.10%-73.6pp | 81.00%-76.5pp |
| Employer contribution / active EE | $492 | $2,092-76.5% | $2,854-82.8% | $2,440-79.8% |
| Participant deferral / active EE | $2,778 | $2,887-3.8% | $3,885-28.5% | $3,607-23.0% |
| Admin fee / account holder | $1,210 | $3,972-69.5% | $5,351-77.4% | $5,124-76.4% |