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 | $39,625 | $58,523-32.3% | $99,443-60.2% | $72,985-45.7% |
| Participation rate | 83.1% | 64.6%+18.4pp | 73.8%+9.2pp | 69.5%+13.6pp |
| Annual return | 4.68% | 28.51%-23.8pp | 30.72%-26.0pp | 81.00%-76.3pp |
| Employer contribution / active EE | $548 | $1,512-63.8% | $2,540-78.4% | $2,440-77.6% |
| Participant deferral / active EE | $1,517 | $2,606-41.8% | $3,619-58.1% | $3,607-58.0% |
| Admin fee / account holder | $8,207 | $4,102+100.1% | $6,250+31.3% | $5,124+60.1% |