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 | $20,857 | $127,065-83.6% | $113,168-81.6% | $142,382-85.4% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 2.74% | 24.03%-21.3pp | 24.27%-21.5pp | 217.08%-214.3pp |
| Employer contribution / active EE | $2,601 | $3,442-24.4% | $2,975-12.6% | $4,299-39.5% |
| Participant deferral / active EE | $3,066 | $5,716-46.4% | $5,107-40.0% | $6,507-52.9% |
| Admin fee / account holder | $19,399 | $15,736+23.3% | $12,068+60.8% | $12,624+53.7% |