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 | $27,908 | $54,705-49.0% | $71,209-60.8% | $84,808-67.1% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 12.75% | 35.90%-23.1pp | 282.51%-269.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $815 | $2,158-62.3% | $2,721-70.1% | $2,631-69.0% |
| Participant deferral / active EE | $1,720 | $3,030-43.2% | $4,175-58.8% | $4,212-59.2% |
| Admin fee / account holder | $10,201 | $4,863+109.8% | $5,349+90.7% | $7,344+38.9% |