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 | $22,913 | $81,248-71.8% | $155,509-85.3% | $80,856-71.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.98% | 33.31%-25.3pp | 64.67%-56.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $486 | $3,100-84.3% | $4,672-89.6% | $2,755-82.4% |
| Participant deferral / active EE | $4,034 | $3,452+16.9% | $5,626-28.3% | $4,296-6.1% |
| Admin fee / account holder | $2,817 | $7,997-64.8% | $15,912-82.3% | $6,918-59.3% |