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 | $17,982 | $46,869-61.6% | $122,332-85.3% | $70,131-74.4% |
| Participation rate | 94.1% | 58.2%+35.9pp | 71.6%+22.5pp | 69.5%+24.6pp |
| Annual return | 11.08% | 24.22%-13.1pp | 30.27%-19.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $692 | $1,288-46.3% | $4,050-82.9% | $2,342-70.5% |
| Participant deferral / active EE | $1,306 | $2,166-39.7% | $3,287-60.3% | $3,332-60.8% |
| Admin fee / account holder | $1,477 | $3,322-55.5% | $5,478-73.0% | $4,645-68.2% |