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 | $13,323 | $80,717-83.5% | $154,803-91.4% | $84,808-84.3% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 12.05% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,053 | $2,761-61.9% | $4,305-75.5% | $2,631-60.0% |
| Participant deferral / active EE | $1,421 | $3,303-57.0% | $5,540-74.4% | $4,212-66.3% |
| Admin fee / account holder | $2,228 | $6,746-67.0% | $14,329-84.4% | $7,344-69.7% |