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 | $54,705-68.1% | $71,209-75.5% | $84,808-79.4% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 11.98% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,327 | $2,158-38.5% | $2,721-51.2% | $2,631-49.6% |
| Participant deferral / active EE | $2,144 | $3,030-29.3% | $4,175-48.7% | $4,212-49.1% |
| Admin fee / account holder | $5,601 | $4,863+15.2% | $5,349+4.7% | $7,344-23.7% |