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 | $14,866 | $106,584-86.1% | $101,326-85.3% | $142,382-89.6% |
| Participation rate | 73.3% | 82.7%-9.4pp | 81.5%-8.2pp | 80.1%-6.8pp |
| Annual return | 12.20% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,041 | $3,956-73.7% | $3,665-71.6% | $4,299-75.8% |
| Participant deferral / active EE | $2,585 | $8,297-68.8% | $7,994-67.7% | $6,507-60.3% |
| Admin fee / account holder | $2,266 | $11,446-80.2% | $11,185-79.7% | $12,624-82.1% |