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 | $28,306 | $47,848-40.8% | $81,478-65.3% | $70,131-59.6% |
| Participation rate | 88.2% | 58.3%+30.0pp | 68.0%+20.3pp | 69.5%+18.7pp |
| Annual return | 11.13% | 27.25%-16.1pp | 38.78%-27.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $714 | $1,527-53.3% | $2,568-72.2% | $2,342-69.5% |
| Participant deferral / active EE | $2,221 | $2,453-9.5% | $3,537-37.2% | $3,332-33.3% |
| Admin fee / account holder | $24,631 | $3,145+683.2% | $4,561+440.0% | $4,645+430.2% |