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 | $21,930 | $53,127-58.7% | $86,590-74.7% | $70,131-68.7% |
| Participation rate | 84.0% | 65.3%+18.7pp | 73.5%+10.5pp | 69.5%+14.5pp |
| Annual return | 11.83% | 27.66%-15.8pp | 964.84%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $718 | $2,068-65.3% | $2,839-74.7% | $2,342-69.3% |
| Participant deferral / active EE | $1,872 | $2,696-30.6% | $3,609-48.1% | $3,332-43.8% |
| Admin fee / account holder | $1,441 | $3,585-59.8% | $4,906-70.6% | $4,645-69.0% |