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 | $21,914 | $61,272-64.2% | $149,673-85.4% | $71,457-69.3% |
| Participation rate | 73.8% | 62.5%+11.3pp | 78.8%-5.0pp | 67.9%+5.9pp |
| Annual return | 8.36% | 35.85%-27.5pp | 134.42%-126.1pp | 28.85%-20.5pp |
| Employer contribution / active EE | $703 | $2,378-70.4% | $4,818-85.4% | $2,588-72.8% |
| Participant deferral / active EE | $2,063 | $2,917-29.3% | $5,680-63.7% | $4,289-51.9% |
| Admin fee / account holder | $1,448 | $1,261+14.8% | $13,210-89.0% | $1,587-8.8% |