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 | $17,474 | $51,638-66.2% | $68,368-74.4% | $82,448-78.8% |
| Participation rate | 71.4% | 63.6%+7.8pp | 73.8%-2.3pp | 68.1%+3.4pp |
| Annual return | 11.98% | 37.53%-25.6pp | 292.57%-280.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,327 | $2,047-35.2% | $2,649-49.9% | $2,551-48.0% |
| Participant deferral / active EE | $2,144 | $2,914-26.4% | $4,123-48.0% | $4,139-48.2% |
| Admin fee / account holder | $5,601 | $4,643+20.6% | $5,150+8.8% | $7,234-22.6% |