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 | $27,185 | $35,183-22.7% | $73,545-63.0% | $70,131-61.2% |
| Participation rate | 72.7% | 42.9%+29.8pp | 54.9%+17.8pp | 69.5%+3.2pp |
| Annual return | 6.52% | 26.90%-20.4pp | -15.16%+21.7pp | 73.14%-66.6pp |
| Employer contribution / active EE | $557 | $709-21.4% | $1,219-54.3% | $2,342-76.2% |
| Participant deferral / active EE | $1,356 | $1,220+11.2% | $1,806-24.9% | $3,332-59.3% |
| Admin fee / account holder | $377 | $2,302-83.6% | $2,320-83.8% | $4,645-91.9% |