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 | $28,834 | $59,101-51.2% | $77,163-62.6% | $75,163-61.6% |
| Participation rate | 96.3% | 63.9%+32.4pp | 69.6%+26.7pp | 67.2%+29.1pp |
| Annual return | 4.82% | 26.71%-21.9pp | 37.87%-33.1pp | 160.62%-155.8pp |
| Employer contribution / active EE | $837 | $1,995-58.0% | $2,535-67.0% | $2,670-68.6% |
| Participant deferral / active EE | $3,358 | $2,999+12.0% | $3,833-12.4% | $4,125-18.6% |
| Admin fee / account holder | $1,291 | $4,774-73.0% | $5,472-76.4% | $5,651-77.2% |