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 | $31,999 | $77,899-58.9% | $149,673-78.6% | $75,163-57.4% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 9.27% | 31.72%-22.5pp | 134.42%-125.1pp | 160.62%-151.3pp |
| Employer contribution / active EE | $651 | $3,137-79.2% | $4,818-86.5% | $2,670-75.6% |
| Participant deferral / active EE | $1,603 | $3,411-53.0% | $5,680-71.8% | $4,125-61.1% |
| Admin fee / account holder | $656 | $5,956-89.0% | $13,210-95.0% | $5,651-88.4% |