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 | $22,991 | $54,705-58.0% | $71,209-67.7% | $84,808-72.9% |
| Participation rate | 79.7% | 64.1%+15.7pp | 73.8%+6.0pp | 68.3%+11.4pp |
| Annual return | 7.41% | 35.90%-28.5pp | 282.51%-275.1pp | 40.90%-33.5pp |
| Employer contribution / active EE | $1,915 | $2,158-11.3% | $2,721-29.6% | $2,631-27.2% |
| Participant deferral / active EE | $2,618 | $3,030-13.6% | $4,175-37.3% | $4,212-37.8% |
| Admin fee / account holder | $3,262 | $4,863-32.9% | $5,349-39.0% | $7,344-55.6% |