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 | $25,790 | $76,367-66.2% | $93,606-72.4% | $72,985-64.7% |
| Participation rate | 78.1% | 71.7%+6.3pp | 75.8%+2.3pp | 69.5%+8.6pp |
| Annual return | 0.87% | 25.82%-24.9pp | 32.76%-31.9pp | 81.00%-80.1pp |
| Employer contribution / active EE | $862 | $2,275-62.1% | $2,718-68.3% | $2,440-64.7% |
| Participant deferral / active EE | $1,938 | $3,538-45.2% | $4,069-52.4% | $3,607-46.3% |
| Admin fee / account holder | $1,797 | $6,838-73.7% | $7,888-77.2% | $5,124-64.9% |