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 | $27,016 | $88,707-69.5% | $74,183-63.6% | $273,961-90.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.80% | 11.94%-10.1pp | 17.74%-15.9pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,782 | $3,159-43.6% | $2,370-24.8% | $4,869-63.4% |
| Participant deferral / active EE | $1,506 | $4,212-64.2% | $3,550-57.6% | $5,287-71.5% |
| Admin fee / account holder | $742 | $8,717-91.5% | $5,586-86.7% | $10,132-92.7% |