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 | $10,283 | $57,016-82.0% | $84,966-87.9% | $80,856-87.3% |
| Participation rate | 70.0% | 56.3%+13.7pp | 67.5%+2.5pp | 67.6%+2.4pp |
| Annual return | 10.32% | 21.66%-11.3pp | 66.38%-56.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $908 | $1,798-49.5% | $2,727-66.7% | $2,755-67.0% |
| Participant deferral / active EE | $2,266 | $3,110-27.1% | $4,519-49.9% | $4,296-47.3% |
| Admin fee / account holder | $643 | $4,980-87.1% | $6,149-89.5% | $6,918-90.7% |