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 | $27,793 | $46,553-40.3% | $64,056-56.6% | $75,163-63.0% |
| Participation rate | 93.9% | 65.9%+28.0pp | 72.3%+21.6pp | 67.2%+26.7pp |
| Annual return | 4.11% | 26.03%-21.9pp | 33.69%-29.6pp | 160.62%-156.5pp |
| Employer contribution / active EE | $1,562 | $1,974-20.9% | $2,747-43.1% | $2,670-41.5% |
| Participant deferral / active EE | $1,151 | $2,837-59.4% | $3,880-70.3% | $4,125-72.1% |
| Admin fee / account holder | $1,162 | $2,952-60.6% | $3,068-62.1% | $5,651-79.4% |