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 | $18,877 | $50,082-62.3% | $93,406-79.8% | $79,858-76.4% |
| Participation rate | 79.6% | 60.9%+18.7pp | 66.8%+12.8pp | 69.6%+10.0pp |
| Annual return | 5.99% | 24.59%-18.6pp | 78.05%-72.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $1,453 | $1,303+11.5% | $2,075-30.0% | $2,471-41.2% |
| Participant deferral / active EE | $1,168 | $2,212-47.2% | $3,126-62.6% | $3,740-68.8% |
| Admin fee / account holder | $7,665 | $3,454+121.9% | $5,230+46.6% | $5,306+44.4% |