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 | $17,584 | $53,127-66.9% | $86,590-79.7% | $70,131-74.9% |
| Participation rate | 83.7% | 65.3%+18.4pp | 73.5%+10.2pp | 69.5%+14.2pp |
| Annual return | 11.10% | 27.66%-16.6pp | 964.84%-953.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $548 | $2,068-73.5% | $2,839-80.7% | $2,342-76.6% |
| Participant deferral / active EE | $1,293 | $2,696-52.0% | $3,609-64.2% | $3,332-61.2% |
| Admin fee / account holder | $2,474 | $3,585-31.0% | $4,906-49.6% | $4,645-46.7% |