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 | $17,451 | $76,407-77.2% | $150,298-88.4% | $82,448-78.8% |
| Participation rate | 98.8% | 66.4%+32.4pp | 77.8%+21.1pp | 68.1%+30.8pp |
| Annual return | 12.90% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,700 | $2,614-35.0% | $4,154-59.1% | $2,551-33.4% |
| Participant deferral / active EE | $3,211 | $3,214-0.1% | $5,453-41.1% | $4,139-22.4% |
| Admin fee / account holder | $1,468 | $6,352-76.9% | $14,116-89.6% | $7,234-79.7% |