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 | $19,213 | $77,899-75.3% | $149,673-87.2% | $75,163-74.4% |
| Participation rate | 70.2% | 65.6%+4.6pp | 78.8%-8.6pp | 67.2%+3.0pp |
| Annual return | 10.30% | 31.72%-21.4pp | 134.42%-124.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $965 | $3,137-69.2% | $4,818-80.0% | $2,670-63.8% |
| Participant deferral / active EE | $1,085 | $3,411-68.2% | $5,680-80.9% | $4,125-73.7% |
| Admin fee / account holder | $4,882 | $5,956-18.0% | $13,210-63.0% | $5,651-13.6% |