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 | $16,081 | $48,076-66.6% | $78,689-79.6% | $62,891-74.4% |
| Participation rate | 71.9% | 65.2%+6.7pp | 73.6%-1.7pp | 69.3%+2.6pp |
| Annual return | 4.43% | 31.35%-26.9pp | 62.18%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,728 | $2,015-14.2% | $2,851-39.4% | $2,281-24.2% |
| Participant deferral / active EE | $2,263 | $2,588-12.5% | $3,517-35.6% | $3,203-29.3% |
| Admin fee / account holder | $2,174 | $3,207-32.2% | $4,510-51.8% | $4,296-49.4% |