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 | $25,420 | $56,053-54.7% | $75,972-66.5% | $80,856-68.6% |
| Participation rate | 84.1% | 62.0%+22.1pp | 69.1%+15.0pp | 67.6%+16.5pp |
| Annual return | 8.60% | 20.53%-11.9pp | 359.55%-351.0pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,466 | $1,874-21.8% | $2,685-45.4% | $2,755-46.8% |
| Participant deferral / active EE | $2,269 | $3,052-25.6% | $4,255-46.7% | $4,296-47.2% |
| Admin fee / account holder | $4,827 | $5,234-7.8% | $6,467-25.4% | $6,918-30.2% |