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 | $21,490 | $80,717-73.4% | $154,803-86.1% | $84,808-74.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 7.46% | 37.96%-30.5pp | 58.88%-51.4pp | 40.90%-33.4pp |
| Employer contribution / active EE | $1,677 | $2,761-39.3% | $4,305-61.1% | $2,631-36.3% |
| Participant deferral / active EE | $2,953 | $3,303-10.6% | $5,540-46.7% | $4,212-29.9% |
| Admin fee / account holder | $1,004 | $6,746-85.1% | $14,329-93.0% | $7,344-86.3% |