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 | $20,610 | $81,233-74.6% | $155,567-86.8% | $80,874-74.5% |
| Participation rate | 83.1% | 66.2%+16.9pp | 78.2%+5.0pp | 67.6%+15.5pp |
| Annual return | 10.19% | 33.33%-23.1pp | 64.74%-54.5pp | 35.62%-25.4pp |
| Employer contribution / active EE | $632 | $3,101-79.6% | $4,674-86.5% | $2,756-77.1% |
| Participant deferral / active EE | $1,605 | $3,452-53.5% | $5,628-71.5% | $4,297-62.6% |
| Admin fee / account holder | $2,023 | $7,998-74.7% | $15,916-87.3% | $6,935-70.8% |