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 | $21,577 | $81,248-73.4% | $155,509-86.1% | $80,856-73.3% |
| Participation rate | 78.3% | 66.2%+12.0pp | 78.2%+0.1pp | 67.6%+10.6pp |
| Annual return | 10.17% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $879 | $3,100-71.6% | $4,672-81.2% | $2,755-68.1% |
| Participant deferral / active EE | $1,448 | $3,452-58.0% | $5,626-74.3% | $4,296-66.3% |
| Admin fee / account holder | $16,524 | $7,997+106.6% | $15,912+3.8% | $6,918+138.9% |