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 | $24,205 | $56,897-57.5% | $84,750-71.4% | $62,891-61.5% |
| Participation rate | 96.0% | 68.5%+27.5pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 4.23% | 6.30%-2.1pp | 22.78%-18.6pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,908 | $2,400-20.5% | $3,574-46.6% | $2,281-16.4% |
| Participant deferral / active EE | $3,625 | $2,709+33.8% | $3,712-2.3% | $3,203+13.2% |
| Admin fee / account holder | $951 | $3,581-73.4% | $5,332-82.2% | $4,296-77.9% |