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 | $28,149 | $54,762-48.6% | $90,281-68.8% | $72,985-61.4% |
| Participation rate | 97.7% | 65.1%+32.5pp | 73.3%+24.4pp | 69.5%+28.2pp |
| Annual return | 15.04% | 30.63%-15.6pp | 78.10%-63.1pp | 81.00%-66.0pp |
| Employer contribution / active EE | $617 | $2,092-70.5% | $2,854-78.4% | $2,440-74.7% |
| Participant deferral / active EE | $2,331 | $2,887-19.3% | $3,885-40.0% | $3,607-35.4% |
| Admin fee / account holder | $1,778 | $3,972-55.2% | $5,351-66.8% | $5,124-65.3% |