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 | $18,605 | $45,073-58.7% | $69,455-73.2% | $72,985-74.5% |
| Participation rate | 93.3% | 68.5%+24.8pp | 74.6%+18.7pp | 69.5%+23.8pp |
| Annual return | 3.33% | 22.65%-19.3pp | 28.97%-25.6pp | 81.00%-77.7pp |
| Employer contribution / active EE | $851 | $2,054-58.6% | $2,779-69.4% | $2,440-65.1% |
| Participant deferral / active EE | $1,348 | $2,602-48.2% | $3,535-61.9% | $3,607-62.6% |
| Admin fee / account holder | $1,750 | $3,056-42.7% | $3,839-54.4% | $5,124-65.9% |