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 | $41,833 | $58,828-28.9% | $77,999-46.4% | $62,891-33.5% |
| Participation rate | 83.7% | 71.1%+12.7pp | 75.5%+8.2pp | 69.3%+14.4pp |
| Annual return | 2.21% | 17.16%-14.9pp | 425.96%-423.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $540 | $1,672-67.7% | $2,470-78.1% | $2,281-76.3% |
| Participant deferral / active EE | $1,804 | $2,686-32.8% | $3,497-48.4% | $3,203-43.7% |
| Admin fee / account holder | $4,303 | $4,393-2.1% | $5,480-21.5% | $4,296+0.2% |