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 | $25,898 | $53,127-51.3% | $86,590-70.1% | $70,131-63.1% |
| Participation rate | 94.5% | 65.3%+29.2pp | 73.5%+21.0pp | 69.5%+25.0pp |
| Annual return | 11.31% | 27.66%-16.3pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,116 | $2,068-46.0% | $2,839-60.7% | $2,342-52.4% |
| Participant deferral / active EE | $3,527 | $2,696+30.9% | $3,609-2.2% | $3,332+5.9% |
| Admin fee / account holder | $2,997 | $3,585-16.4% | $4,906-38.9% | $4,645-35.5% |