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 | $15,736 | $77,634-79.7% | $156,549-89.9% | $62,891-75.0% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 2.50% | 50.32%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,762 | $3,444-48.8% | $5,501-68.0% | $2,281-22.8% |
| Participant deferral / active EE | $3,712 | $3,045+21.9% | $4,871-23.8% | $3,203+15.9% |
| Admin fee / account holder | $543 | $5,561-90.2% | $13,027-95.8% | $4,296-87.4% |