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 | $18,011 | $91,190-80.2% | $178,490-89.9% | $79,858-77.4% |
| Participation rate | 71.1% | 69.2%+1.9pp | 81.9%-10.9pp | 69.6%+1.4pp |
| Annual return | 6.14% | 24.19%-18.1pp | 151.07%-144.9pp | 31.71%-25.6pp |
| Employer contribution / active EE | $1,883 | $3,256-42.2% | $5,011-62.4% | $2,471-23.8% |
| Participant deferral / active EE | $1,674 | $3,236-48.3% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $1,833 | $6,751-72.9% | $13,984-86.9% | $5,306-65.5% |