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 | $16,329 | $58,879-72.3% | $178,490-90.9% | $73,488-77.8% |
| Participation rate | 76.9% | 66.2%+10.6pp | 81.9%-5.1pp | 70.7%+6.2pp |
| Annual return | 5.72% | 24.86%-19.1pp | 151.07%-145.4pp | 28.51%-22.8pp |
| Employer contribution / active EE | $475 | $2,236-78.8% | $5,011-90.5% | $2,270-79.1% |
| Participant deferral / active EE | $1,438 | $2,567-44.0% | $5,202-72.4% | $3,740-61.6% |
| Admin fee / account holder | $2,668 | $400+566.6% | $13,984-80.9% | $513+420.1% |