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 | $29,981 | $58,828-49.0% | $77,999-61.6% | $62,891-52.3% |
| Participation rate | 89.8% | 71.1%+18.7pp | 75.5%+14.3pp | 69.3%+20.5pp |
| Annual return | 2.94% | 17.16%-14.2pp | 425.96%-423.0pp | 20.14%-17.2pp |
| Employer contribution / active EE | $577 | $1,672-65.5% | $2,470-76.6% | $2,281-74.7% |
| Participant deferral / active EE | $1,460 | $2,686-45.6% | $3,497-58.2% | $3,203-54.4% |
| Admin fee / account holder | $5,292 | $4,393+20.4% | $5,480-3.4% | $4,296+23.2% |