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 | $21,851 | $48,076-54.5% | $78,689-72.2% | $62,891-65.3% |
| Participation rate | 73.9% | 65.2%+8.7pp | 73.6%+0.3pp | 69.3%+4.6pp |
| Annual return | 4.08% | 31.35%-27.3pp | 62.18%-58.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $778 | $2,015-61.4% | $2,851-72.7% | $2,281-65.9% |
| Participant deferral / active EE | $2,482 | $2,588-4.1% | $3,517-29.4% | $3,203-22.5% |
| Admin fee / account holder | $3,133 | $3,207-2.3% | $4,510-30.5% | $4,296-27.1% |