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 | $25,859 | $55,706-53.6% | $75,886-65.9% | $72,985-64.6% |
| Participation rate | 91.2% | 61.1%+30.0pp | 69.3%+21.9pp | 69.5%+21.7pp |
| Annual return | 13.00% | 27.59%-14.6pp | 30.76%-17.8pp | 81.00%-68.0pp |
| Employer contribution / active EE | $734 | $1,687-56.5% | $2,500-70.7% | $2,440-69.9% |
| Participant deferral / active EE | $2,524 | $2,634-4.2% | $3,603-29.9% | $3,607-30.0% |
| Admin fee / account holder | $1,985 | $3,978-50.1% | $5,418-63.4% | $5,124-61.3% |