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 | $26,165 | $72,012-63.7% | $185,823-85.9% | $79,858-67.2% |
| Participation rate | 84.0% | 65.8%+18.2pp | 78.0%+6.0pp | 69.6%+14.4pp |
| Annual return | 4.22% | 23.12%-18.9pp | 35.95%-31.7pp | 31.71%-27.5pp |
| Employer contribution / active EE | $990 | $1,965-49.6% | $4,087-75.8% | $2,471-59.9% |
| Participant deferral / active EE | $2,450 | $3,779-35.2% | $5,632-56.5% | $3,740-34.5% |
| Admin fee / account holder | $15,834 | $4,513+250.9% | $9,500+66.7% | $5,306+198.4% |