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 | $19,710 | $47,848-58.8% | $81,478-75.8% | $70,131-71.9% |
| Participation rate | 80.8% | 58.3%+22.5pp | 68.0%+12.8pp | 69.5%+11.2pp |
| Annual return | 12.27% | 27.25%-15.0pp | 38.78%-26.5pp | 73.14%-60.9pp |
| Employer contribution / active EE | $309 | $1,527-79.7% | $2,568-87.9% | $2,342-86.8% |
| Participant deferral / active EE | $1,603 | $2,453-34.7% | $3,537-54.7% | $3,332-51.9% |
| Admin fee / account holder | $4,308 | $3,145+37.0% | $4,561-5.5% | $4,645-7.3% |