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 | $13,219 | $59,101-77.6% | $77,163-82.9% | $75,163-82.4% |
| Participation rate | 85.7% | 63.9%+21.9pp | 69.6%+16.1pp | 67.2%+18.5pp |
| Annual return | 12.94% | 26.71%-13.8pp | 37.87%-24.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $800 | $1,995-59.9% | $2,535-68.5% | $2,670-70.0% |
| Participant deferral / active EE | $2,048 | $2,999-31.7% | $3,833-46.6% | $4,125-50.4% |
| Admin fee / account holder | $572 | $4,774-88.0% | $5,472-89.5% | $5,651-89.9% |