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 | $27,574 | $67,606-59.2% | $82,313-66.5% | $70,131-60.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.51% | 21.57%-10.1pp | 25.88%-14.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $871 | $1,755-50.3% | $2,428-64.1% | $2,342-62.8% |
| Participant deferral / active EE | $2,102 | $2,987-29.6% | $3,706-43.3% | $3,332-36.9% |
| Admin fee / account holder | $11,592 | $4,512+156.9% | $5,608+106.7% | $4,645+149.5% |