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 | $24,191 | $60,022-59.7% | $88,946-72.8% | $84,808-71.5% |
| Participation rate | 92.5% | 57.8%+34.7pp | 68.8%+23.7pp | 68.3%+24.2pp |
| Annual return | 9.90% | 22.43%-12.5pp | 57.82%-47.9pp | 40.90%-31.0pp |
| Employer contribution / active EE | $566 | $1,703-66.7% | $2,555-77.8% | $2,631-78.5% |
| Participant deferral / active EE | $4,281 | $3,114+37.5% | $4,581-6.6% | $4,212+1.6% |
| Admin fee / account holder | $16,815 | $4,811+249.5% | $8,261+103.5% | $7,344+129.0% |