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 | $26,184 | $59,839-56.2% | $81,983-68.1% | $79,858-67.2% |
| Participation rate | 87.1% | 61.6%+25.5pp | 69.2%+17.8pp | 69.6%+17.5pp |
| Annual return | 5.87% | 17.56%-11.7pp | 41.31%-35.4pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,613 | $1,713-5.9% | $2,498-35.4% | $2,471-34.7% |
| Participant deferral / active EE | $1,741 | $2,695-35.4% | $3,722-53.2% | $3,740-53.4% |
| Admin fee / account holder | $937 | $4,287-78.1% | $5,664-83.4% | $5,306-82.3% |