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 | $17,813 | $80,717-77.9% | $154,803-88.5% | $84,808-79.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.77% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,473 | $2,761-46.7% | $4,305-65.8% | $2,631-44.0% |
| Participant deferral / active EE | $1,807 | $3,303-45.3% | $5,540-67.4% | $4,212-57.1% |
| Admin fee / account holder | $5,682 | $6,746-15.8% | $14,329-60.3% | $7,344-22.6% |