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 | $23,620 | $60,349-60.9% | $74,183-68.2% | $62,891-62.4% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 3.30% | 21.37%-18.1pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $729 | $1,680-56.6% | $2,370-69.2% | $2,281-68.0% |
| Participant deferral / active EE | $1,648 | $2,856-42.3% | $3,550-53.6% | $3,203-48.5% |
| Admin fee / account holder | $3,821 | $4,261-10.3% | $5,586-31.6% | $4,296-11.1% |