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 | $12,791 | $45,035-71.6% | $62,995-79.7% | $70,131-81.8% |
| Participation rate | 93.6% | 69.5%+24.1pp | 74.8%+18.8pp | 69.5%+24.1pp |
| Annual return | 9.93% | 18.76%-8.8pp | 87.57%-77.6pp | 73.14%-63.2pp |
| Employer contribution / active EE | $664 | $2,051-67.7% | $2,759-75.9% | $2,342-71.7% |
| Participant deferral / active EE | $854 | $2,465-65.3% | $3,329-74.3% | $3,332-74.4% |
| Admin fee / account holder | $1,643 | $2,834-42.0% | $3,600-54.4% | $4,645-64.6% |