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 | $27,548 | $46,553-40.8% | $64,056-57.0% | $75,163-63.3% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 8.11% | 26.03%-17.9pp | 33.69%-25.6pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,121 | $1,974-43.2% | $2,747-59.2% | $2,670-58.0% |
| Participant deferral / active EE | $2,964 | $2,837+4.5% | $3,880-23.6% | $4,125-28.2% |
| Admin fee / account holder | $1,456 | $2,952-50.7% | $3,068-52.6% | $5,651-74.2% |