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 | $19,173 | $80,717-76.2% | $154,803-87.6% | $84,808-77.4% |
| Participation rate | 82.5% | 66.8%+15.7pp | 78.1%+4.4pp | 68.3%+14.2pp |
| Annual return | 11.42% | 37.96%-26.5pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,969 | $2,761-28.7% | $4,305-54.3% | $2,631-25.1% |
| Participant deferral / active EE | $1,620 | $3,303-51.0% | $5,540-70.8% | $4,212-61.5% |
| Admin fee / account holder | $2,190 | $6,746-67.5% | $14,329-84.7% | $7,344-70.2% |