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 | $22,478 | $76,552-70.6% | $123,892-81.9% | $62,891-64.3% |
| Participation rate | 72.4% | 73.0%-0.6pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | 1.05% | 18.68%-17.6pp | 47.52%-46.5pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,086 | $4,840+5.1% | $5,984-15.0% | $3,203+58.8% |
| Admin fee / account holder | $396 | $4,826-91.8% | $8,357-95.3% | $4,296-90.8% |