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 | $17,140 | $77,634-77.9% | $156,549-89.1% | $62,891-72.7% |
| Participation rate | 71.9% | 71.2%+0.7pp | 84.0%-12.1pp | 69.3%+2.6pp |
| Annual return | 1.20% | 50.32%-49.1pp | 32.23%-31.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $597 | $3,444-82.7% | $5,501-89.1% | $2,281-73.8% |
| Participant deferral / active EE | $1,264 | $3,045-58.5% | $4,871-74.1% | $3,203-60.5% |
| Admin fee / account holder | $3,998 | $5,561-28.1% | $13,027-69.3% | $4,296-6.9% |