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 | $17,899 | $77,634-76.9% | $156,549-88.6% | $62,891-71.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.77% | 50.32%-49.6pp | 32.23%-31.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $771 | $3,444-77.6% | $5,501-86.0% | $2,281-66.2% |
| Participant deferral / active EE | $1,975 | $3,045-35.1% | $4,871-59.4% | $3,203-38.3% |
| Admin fee / account holder | $2,083 | $5,561-62.5% | $13,027-84.0% | $4,296-51.5% |