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 | $18,141 | $37,426-51.5% | $77,482-76.6% | $79,858-77.3% |
| Participation rate | 77.3% | 41.5%+35.8pp | 54.2%+23.1pp | 69.6%+7.6pp |
| Annual return | 7.59% | 39.70%-32.1pp | 54.79%-47.2pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,118 | $637+75.5% | $986+13.3% | $2,471-54.8% |
| Participant deferral / active EE | $1,628 | $1,260+29.2% | $1,861-12.5% | $3,740-56.5% |
| Admin fee / account holder | $8,105 | $2,504+223.7% | $2,858+183.6% | $5,306+52.7% |