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 | $31,621 | $84,233-62.5% | $170,442-81.4% | $70,131-54.9% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 1.71% | 23.06%-21.3pp | 205.93%-204.2pp | 73.14%-71.4pp |
| Employer contribution / active EE | $467 | $3,387-86.2% | $5,433-91.4% | $2,342-80.1% |
| Participant deferral / active EE | $2,191 | $3,086-29.0% | $4,939-55.6% | $3,332-34.2% |
| Admin fee / account holder | $577 | $5,698-89.9% | $13,880-95.8% | $4,645-87.6% |