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 | $16,184 | $81,248-80.1% | $155,509-89.6% | $80,856-80.0% |
| Participation rate | 80.5% | 66.2%+14.3pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 5.56% | 33.31%-27.8pp | 64.67%-59.1pp | 35.59%-30.0pp |
| Employer contribution / active EE | $442 | $3,100-85.8% | $4,672-90.5% | $2,755-84.0% |
| Participant deferral / active EE | $921 | $3,452-73.3% | $5,626-83.6% | $4,296-78.6% |
| Admin fee / account holder | $3,659 | $7,997-54.2% | $15,912-77.0% | $6,918-47.1% |