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 | $21,220 | $81,248-73.9% | $155,509-86.4% | $80,856-73.8% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 10.43% | 33.31%-22.9pp | 64.67%-54.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,235 | $3,100-60.2% | $4,672-73.6% | $2,755-55.2% |
| Participant deferral / active EE | $2,565 | $3,452-25.7% | $5,626-54.4% | $4,296-40.3% |
| Admin fee / account holder | $340 | $7,997-95.8% | $15,912-97.9% | $6,918-95.1% |