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 | $22,303 | $56,317-60.4% | $71,209-68.7% | $74,304-70.0% |
| Participation rate | 85.7% | 55.1%+30.6pp | 73.8%+12.0pp | 60.3%+25.4pp |
| Annual return | 12.00% | 42.83%-30.8pp | 282.51%-270.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $562 | $2,160-74.0% | $2,721-79.3% | $2,241-74.9% |
| Participant deferral / active EE | $1,972 | $2,788-29.3% | $4,175-52.8% | $3,767-47.6% |
| Admin fee / account holder | $1,060 | $2,290-53.7% | $5,349-80.2% | $2,969-64.3% |