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 | $21,315 | $48,076-55.7% | $78,689-72.9% | $62,891-66.1% |
| Participation rate | 78.8% | 65.2%+13.6pp | 73.6%+5.2pp | 69.3%+9.5pp |
| Annual return | 4.42% | 31.35%-26.9pp | 62.18%-57.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $346 | $2,015-82.8% | $2,851-87.9% | $2,281-84.8% |
| Participant deferral / active EE | $1,397 | $2,588-46.0% | $3,517-60.3% | $3,203-56.4% |
| Admin fee / account holder | $437 | $3,207-86.4% | $4,510-90.3% | $4,296-89.8% |