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 | $19,758 | $54,705-63.9% | $71,209-72.3% | $84,808-76.7% |
| Participation rate | 83.7% | 64.1%+19.7pp | 73.8%+10.0pp | 68.3%+15.4pp |
| Annual return | 8.70% | 35.90%-27.2pp | 282.51%-273.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $732 | $2,158-66.1% | $2,721-73.1% | $2,631-72.2% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,791 | $4,863-22.0% | $5,349-29.1% | $7,344-48.4% |