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 | $14,266 | $81,248-82.4% | $155,509-90.8% | $80,856-82.4% |
| Participation rate | 84.7% | 66.2%+18.5pp | 78.2%+6.5pp | 67.6%+17.1pp |
| Annual return | 8.58% | 33.31%-24.7pp | 64.67%-56.1pp | 35.59%-27.0pp |
| Employer contribution / active EE | $681 | $3,100-78.0% | $4,672-85.4% | $2,755-75.3% |
| Participant deferral / active EE | $2,193 | $3,452-36.5% | $5,626-61.0% | $4,296-48.9% |
| Admin fee / account holder | $1,590 | $7,997-80.1% | $15,912-90.0% | $6,918-77.0% |