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 | $25,778 | $45,073-42.8% | $69,455-62.9% | $72,985-64.7% |
| Participation rate | 76.4% | 68.5%+7.9pp | 74.6%+1.8pp | 69.5%+6.9pp |
| Annual return | 4.75% | 22.65%-17.9pp | 28.97%-24.2pp | 81.00%-76.3pp |
| Employer contribution / active EE | $958 | $2,054-53.4% | $2,779-65.5% | $2,440-60.7% |
| Participant deferral / active EE | $1,871 | $2,602-28.1% | $3,535-47.1% | $3,607-48.1% |
| Admin fee / account holder | $1,433 | $3,056-53.1% | $3,839-62.7% | $5,124-72.0% |