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 | $16,109 | $60,124-73.2% | $90,404-82.2% | $79,858-79.8% |
| Participation rate | 86.2% | 65.0%+21.2pp | 72.7%+13.5pp | 69.6%+16.6pp |
| Annual return | 5.71% | 71.94%-66.2pp | 1293.02%-1287.3pp | 31.71%-26.0pp |
| Employer contribution / active EE | $2,017 | $2,068-2.4% | $3,262-38.2% | $2,471-18.4% |
| Participant deferral / active EE | $1,385 | $2,938-52.9% | $3,963-65.1% | $3,740-63.0% |
| Admin fee / account holder | $1,238 | $3,976-68.9% | $5,611-77.9% | $5,306-76.7% |